Jennifer Villarreal is a fee-based financial advisor of Cambridge Investment Research, who is experienced in comprehensive financial advising that is uniquely tailored to each of her clients. She primarily works with affluent investors with complex needs, such as business owners, highly compensated executives, and professionals. She has the respect of San Antonio’s outstanding community of professionals, including CPAs, attorneys, and others who work collegially with her for the benefit of her clients. Fluent in Spanish, she is also proud to serve a large international population. After completing her undergraduate and graduate work at the University of Texas at San Antonio, (B.S. 2006, M.A. 2009) she began her career at a large global Fortune Top 50 insurance firm. Her authenticity, ability, and client-centric approach have led her to be featured in Texas Monthly, Forbes, Fortune 500, and Entrepreneur Magazines. She has also been named a Five Star Wealth Manager from 2015 to 2024.
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The “Five Star Wealth Manager” award is administered by Crescendo Business Services, LLC’s dba Five Star Professional (“Five Star”). Jennifer Villarreal is not affiliated with Five Star. Five Star does not endorse Jennifer Villarreal, Cambridge Investment Research. or any of its representatives.
Candidates must satisfy ten (10) objective Eligibility Criteria and Evaluation Criteria associated with work. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. Consumer survey feedback is insignificant in the overall award selection process.
After receiving the respective award, representatives have the option of paying a separate fee to Five Star in exchange for publication of this information. The fee is not a condition precedent to receiving the award.