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Jennifer Barbetta

Managing Director and Chief Operating Officer at Ta Associates Management

No current adviser or broker registrationSEC record checked 17 October 2026

0
Past adviser firms
4
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Jennifer Barbetta is Managing Director and Chief Operating Officer of Ta Associates Management, L.P., a Boston investment adviser managing $55.1B. Jennifer Barbetta has passed the Series 7, Series 24, Series 63 and SIE.

Role at Ta Associates Management

Title on Schedule A
Managing Director and Chief Operating Officer
Control
Jennifer Barbetta is a control person of Ta Associates Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jennifer Barbetta has held the filed role since September 2022.

The firm

Ta Associates Management, L.P.
Boston, MA

Form ADV filed 26 May 2026

$55.1B AUM29 clients192 advisers3 offices

Career on record

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Passed Series 24 and Series 63 · 2011
  3. Passed Series 7 · 2010

Registrations and exams

No current adviser or broker registration. Jennifer Barbetta has passed 4 qualifying exams.

Examinations

Series 635 August 2011
Name
Uniform Securities Agent State Law Examination
Series 2416 May 2011
Name
General Securities Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 726 May 2010
Name
General Securities Representative Examination

Individual record

Full name
Jennifer Ami Barbetta
CRD
4092219
Firm
Ta Associates Management, L.P.
Registration status
No current adviser or broker registration
Firm bio
ta.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

TA says Jennifer Barbetta oversees the firm’s global non-investment operations and partners with senior leadership on strategic initiatives. Official firm biography

Education

Common questions

Where does Jennifer Barbetta work?

Jennifer Barbetta has been Managing Director and Chief Operating Officer of Ta Associates Management, L.P. since September 2022, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 26 May 2026

Does Jennifer Barbetta have a current investment-adviser registration?

Jennifer Barbetta has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Jennifer Barbetta passed?

Jennifer Barbetta has passed 4 licensing exams: the Series 7, Series 24, Series 63 and SIE. The earliest, the Series 7, was passed in May 2010.

Source: IAPD individual record, checked 17 October 2026

Leadership at Ta Associates Management

Sources

  1. IAPD individual record, CRD 4092219. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Ta Associates Management, L.P., filed 26 May 2026. Title, control and ownership bands.
  3. Ta Associates Management team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jennifer Barbetta or Ta Associates Management, L.P. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.