Advisor at Unity Financial Planning Group LLC
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Firm
Unity Financial Planning Group LLC
Location
Kennesaw, GA
Credentials
Series 66
Industry experience
17 years
James Jennings Jr. is a financial advisor at Unity Financial Planning Group LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at firms including NFP, Silver Oak Securities Inc, Black Oak Asset Management, and Shaw Hankins. Outside of his advisory work, Jennings serves as an officer and director for the Paulding Education Foundation and the Bartow Edification Foundation, organizations that support local schools. Unity Financial Planning Group is a registered investment adviser serving individuals, families, and high-net-worth clients, as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning and discretionary portfolio management with a focus on long-term holdings, combining proprietary models and customized portfolios, and offers coordinated ancillary services such as tax preparation and estate-document assistance.
Based on Unity Financial Planning Group LLC
Planning Package starts at $2,995 plus $750 annual maintenance; Legacy Package starts at $4,995 plus $1,250 annual maintenance; fees can increase based on complexity; discounts for veterans
$0 - $250,000: Max 2% $250,001 - $500,000: Max 1.75% $500,001+: Max 1.50%
$50 per month for ongoing financial guidance and access to financial planning software
Kennesaw, GA
Alabama · Georgia
Unity Financial Planning Group LLC
2026 - Present (1 year)
Nfp
2020 - Present (6 years)
Georgia Funeral Care
2018 - Present (8 years)
Silver Oak Securities Inc
2014 - 2026 (12 years)
Black Oak Asset Management
2011 - 2026 (15 years)
Shaw Hankins
2009 - 2020 (11 years)
Parnick Jennings Funeral Home
1997 - 2018 (21 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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