Role at Ballentine Partners
- Title on Schedule A
- Elected Manager
- Control
- Jennifer Eaton is a control person of Ballentine Partners.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Jennifer Eaton has held the filed role since May 2022.
The firm
Form ADV filed 23 September 2026
Career on record
Jennifer Eaton has been registered through Ballentine Partners since July 2015.
- Ballentine PartnersCurrent– present · 11 yearsPalm Beach Gardens, FL · Adviser representative · Firm CRD 152802
- Passed Series 65 · 2015
Registrations and exams
Jennifer Eaton has a current investment-adviser registration in Florida, Massachusetts and Texas and has passed 1 qualifying exam.
| State | Scope | Status | Since |
|---|---|---|---|
| Florida | Investment adviser representative | Approved | 23 July 2015 |
| Massachusetts | Investment adviser representative | Approved | 6 July 2015 |
| Texas | Investment adviser representative | Approved | 30 July 2016 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 July 2015 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- Jennifer Mcgrath Eaton
- CRD
- 5203480
- Registration status
- Investment adviser registration
- Office
- 3801 PGA Blvd., SUITE 810, Palm Beach Gardens, FL 33410
- Firm bio
- ballentinepartners.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
Jennifer Eaton is a partner and senior client advisor at Ballentine Partners, working with families on wealth-planning goals. Official firm biography
Education
- Juris Doctor, University of Miami School of Law; B.S. in criminal justice, University of South Carolina.Official firm biography
Common questions
Where does Jennifer Eaton work?
Jennifer Eaton has held the title Elected Manager at Ballentine Partners, LLC since May 2022, and is a control person of the firm.
Is Jennifer Eaton a financial advisor?
Yes. Jennifer Eaton has a current investment-adviser registration in Florida, Massachusetts and Texas, through Ballentine Partners since July 2015, as of 18 October 2026.
How many years of experience does Jennifer Eaton have?
Jennifer Eaton has worked in the financial industry for 11 years as of 18 October 2026, counted from 5 July 2015, across 1 adviser firm.
What exams has Jennifer Eaton passed?
Jennifer Eaton passed the Series 65 in July 2015.
Where is Jennifer Eaton based?
Jennifer Eaton’s registered office is in Palm Beach Gardens, FL.
Leadership at Ballentine Partners
- Andrew McMorrowPresident, CEO, Elected Manager
- William TickleChief Financial Officer
- John TubmanChief Operating Officer
- Sean ClearyChief Compliance Officer
- Christopher ChandlerChief Investment Officer
- Peter ChiappinelliChief Investment Officer
- Jennifer Christian MurtieChief Wealth Advisory Officer
- Jayson DeangelisChief Development Officer
- Coventry Edwards-PittChief Creative Officer
- Laurie GabrielElected Manager
- Stephen HopkinsChairman, Elected Manager
- Kyle SchafferElected Manager
- Mark WilliamsonElected Manager