Jennifer Tamayo has been Chief Compliance Officer of GenTrust since June 2023, is a control person of the firm and directly owns under 5% of it.
Gentrust, LLC is a Miami, FL firm with $5.2B under management, 277 clients and 18 advisers across 2 offices, as of its March 2026 filing.
Jennifer Tamayo is Chief Compliance Officer of GenTrust. She is responsible for overseeing the firm's adherence to all compliance and regulatory obligations and oversees relationships with external partners and vendors. Prior to joining GenTrust, she worked as a Banker Associate and Relationship Officer at Citigroup for over 5 years. Before that, she was a Client Relationship Manager at the Merrill Lynch Coral Gables Complex in Miami.
Jennifer Tamayo’s longest registration is the current one, 6 years at GenTrust since 2019. Before joining GenTrust in 2019, Jennifer Tamayo was registered through Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Citigroup Global Markets Inc.– · 5 yearsMiami, FL · Adviser representative · Firm CRD 7059
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearCoral Gables, FL · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Jennifer Tamayo is registered as an investment adviser representative in Florida, since October 2019.
- FloridaSince 30 October 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 10 July 2012 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 9 April 2012 |
| Series 66 | Uniform Combined State Law Examination | 22 December 2011 |
| Series 7 | General Securities Representative Examination | 26 October 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5398993
- Firm
- GenTrust · CRD 158369
- Role
- Chief Compliance Officer
- Office
- 1450 BRICKELL AVENUE, SUITE 3050, Miami, FL 33131
- Registration
- Investment adviser registration
- In the industry since
- October 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gentrustwm.com
Where does Jennifer Tamayo work?
Jennifer Tamayo has been Chief Compliance Officer of Gentrust, LLC since June 2023, and is a control person of the firm.
Is Jennifer Tamayo a financial advisor?
Yes. Jennifer Tamayo has a current investment-adviser registration in Florida, through GenTrust since October 2019.
How many years of experience does Jennifer Tamayo have?
Jennifer Tamayo has 15 years in the financial industry, since October 2010, across 3 adviser firms.
What exams has Jennifer Tamayo passed?
Jennifer Tamayo has passed 4 licensing exams: the Series 7, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in October 2009. FINRA credited Jennifer Tamayo with the SIE, which began in October 2018.
Where did Jennifer Tamayo work before GenTrust?
Before GenTrust, Jennifer Tamayo was registered through Citigroup Global Markets Inc., November 2013 to November 2018; Merrill Lynch, Pierce, Fenner & Smith Incorporated, February 2012 to October 2013.
Where is Jennifer Tamayo based?
Jennifer Tamayo’s registered office is in Miami, FL.
Is Jennifer Tamayo registered with FINRA?
No. Jennifer Tamayo has no current broker registration.
How can I verify Jennifer Tamayo’s record?
Search CRD 5398993 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Tamayo’s full registration record.
