Jazmin Grau is a Customer Relationship Manager at Gentry Partners Wealth Management, a financial planning firm. With over 11 years of experience at the firm, she has grown from an administrative assistant role into a vital leader in client service and operational support.
Jazmin holds a bachelor's degree in International Business and brings extensive experience in financial operations, compliance support, and advisor collaboration. She serves as the primary operations contact for clients and acts as a liaison with the broker-dealer for all compliance and service-related matters. Her role includes coordinating financial plan preparation, client reviews, and new business documentation, while also supporting retirement plan activities and managing day-to-day client communications.
Her background also includes responsibilities as a Sales and Compliance Assistant, giving her a comprehensive understanding of regulatory requirements, client onboarding, audit support, and system operations. Jazmin is proficient in tools such as Microsoft Office, Redtail, Docupace, Laser Apps, Albridge, MoneyGuide Pro, and NetX360/Pershing.
With a deep understanding of FINRA regulations and a commitment to exceptional client service, Jazmin is known for her professionalism, operational excellence, and dedication to supporting both clients and advisors.