Jeffrey
Dennison

Hbw Advisory Services LLC

CRD#5701934
Investment Advisor
in Madison, AL

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About this Advisor

Jeffrey Dennison is an advisor in Madison, Alabama. Currently a registered investment advisor with Hbw Advisory Services LLC, Dennison has 11 years of work experience. Dennison has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Dennison can work with investors in Alabama. Throughout their career, they have worked at Hbw Securities LLC, Bolen Accounting, Hbw Advisory Services LLC, Johnson & Associates, Inc, Croy Engineering, LLC, Best Hope 4 Us, Jeff Dennison, Hbw Partners, Cetera Advisor Networks and Goodwyn, Mills & Caywood. Hbw Advisory Services LLC is headquartered in Madison, Alabama, and operates out of 45 other brick-and-mortar locations throughout the United States. Overall, Hbw Advisory Services LLC oversees $534 million in assets covering 7,103 client accounts and employs more than 57 people. The amount of assets the firm manages places it among the bigger firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 7,103 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Hbw Advisory Services LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

6983 Wall Triana Hwy Ste S
Madison, AL 35757

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Hbw Advisory Services LLC Brokerage Details

Total Assets Under Management

$533,968,631

AL Average: $7,578,581,321
Total Number of Employees

57

AL Average: 43
Total Number of Accounts

7,103

AL Average: 3,727
Average Account Size

$75,175

AL Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jeffrey Dennison Work History

Jeffrey has 11 years of experience.

2017 - Present (4 years)

Cetera Advisor Networks

2017 - Present (4 years)

Goodwyn, Mills & Caywood

2016 - Present (5 years)

Jeff Dennison

2015 - Present (6 years)

Best Hope 4 Us

2010 - Present (11 years)

Hbw Advisory Services LLC

2009 - Present (12 years)

Hbw Partners

2016 - 2017 (1 year)

Jeff Dennison

2015 - 2015 (< 1 year)

Croy Engineering, LLC

2011 - 2014 (3 years)

Johnson & Associates, Inc

2010 - 2014 (4 years)

Bolen Accounting

2009 - 2017 (8 years)

Hbw Securities LLC

Disclosures

Jeffrey Dennison has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Hbw Advisory Services LLC

Chad Cosens
Simi Valley, CA
Stephen Foley
Simi Valley, CA
Brian Malkinson
Simi Valley, CA
Kerri Herlick
Saratoga Springs, NY
William Rudkin
Simi Valley, CA
Chad Francis
Simi Valley, CA
Kyra King
Simi Valley, CA
Jeffrey Dennison
Madison, AL

This content was compiled from the SEC and FINRA.

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