RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Jennifer Mcgrath Eaton
- Title
- Partner, Senior Client Advisor & Member of Board of Managersreportedballentinepartners.comfirm site, Sep 15, 2026
- Designations
- JDreportedballentinepartners.comas printed on the bio page, Sep 16, 2026
- Board of the firm
- “Partner, Senior Client Advisor & Member of Board of Managers”reportedballentinepartners.comthe sentence on the bio page
- founder other
- “Jennifer is a founding member and immediate past President of Impact the Palm Beaches, a women’s giving circle benefiting charities in Palm Beach County.”reportedballentinepartners.comthe sentence on the bio page
- Partner or owner
- “Eaton is a Partner and Senior Client Advisor at the firm.”reportedballentinepartners.comthe sentence on the bio page
- Boards named
- Girl Scouts of Southeast Floridareportedballentinepartners.comphrases on the bio page
- Professional profile
- ballentinepartners.com/team/jennifer-m-eaton-jdreportedballentinepartners.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Ballentine Partners independent RIA currentsince Jul 6, 2015 · Palm Beach Gardens, Fl
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address