A complete list of active advisors currently associated with Jennings & Associates Financial Advisors, LLC

Warmer can help you find a great advisor at Jennings & Associates Financial Advisors, LLC or one who fits your needs even better.

Jennings & Associates Financial Advisors, LLC is an SEC‑registered advisory firm that manages approximately $240 million for roughly 680 clients, primarily individuals and high‑net‑worth clients, as well as trusts, estates, charitable organizations and small businesses. The firm offers discretionary portfolio management, comprehensive financial planning, retirement‑plan consulting, and outsourced CFO‑style services. The firm uses a proprietary "GPS Method" to define client income goals and align asset allocation and investment strategy, drawing on fundamental, technical and tactical analysis for portfolio construction and monitoring. Jennings also provides retirement plan participant advisory services and can act in ERISA fiduciary capacities (3(21) non‑discretionary and 3(38) discretionary), and it implements held‑away participant account management through a third‑party order management system. Uncommonly for comparable team firms, Jennings sponsors a wrap‑fee program and serves as the program’s portfolio manager, paying transaction charges to its custodian—a structure the brochure discloses can influence mutual‑fund share‑class selection and trading frequency. The firm also discloses routine use of artificial intelligence for real‑time web‑call note‑taking and project frameworks and highlights its custody relationship with LPL Financial.

To learn more about the advisors currently working at Jennings & Associates Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.