Jennifer McGee
Equity Management Group · Camarillo, California
Jennifer McGee is a fee-only financial advisor at Equity Management Group in Camarillo, California. Equity Management Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Equity Management Group |
|---|---|
| Based in | Camarillo, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $67.3M across 88 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2174305 |
| Exams passed | Series 65 (1995) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Profile |
How Jennifer's firm compares
- Equity Management Group's average account is about $764,000, from its Form ADV (assets managed divided by 88 accounts).
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Questions about Jennifer
Is Jennifer McGee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Equity Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer's firm, Equity Management Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Jennifer McGee based?
Jennifer McGee is based in Camarillo, California.
Is Jennifer McGee registered with the SEC?
Yes. Jennifer McGee is registered as an investment adviser representative in CA (CRD 2174305), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Equity Management Group manage?
Equity Management Group reports $67.3M across 88 accounts in assets under management.
How do I contact Jennifer McGee?
Contact details aren't on file yet. Search for Equity Management Group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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