Jeffrey
Jennings

Allspring Funds Management, LLC

CRD#4684352
Investment Advisor
in Larkspur, CA

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About this Advisor

Jeffrey Jennings is a financial advisor working in Larkspur, California with a total of 1 year of industry experience. Jennings is on the advisory team at Allspring Funds Management, LLC. Throughout their career, they have worked at Hartford Invesment Financial Services Company, Inc, Putnam Retail Management and Allspring Funds Distributor. Jennings holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in California. Allspring Funds Management, LLC is a registered investment firm that has its headquarters in Charlotte, NC. The firm has offices in six locations and a total of 418 financial advisors. It handles $235 billion in assets under management across its 7,030 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves 27 charitable organizations. Of its 7,030 accounts, just 8% are held by high-net-worth individuals who have more than $1 million in investable assets. The business provides a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors depend on which services are offered. However, fee types billed by Allspring Funds Management, LLC may include any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Larkspur, CA

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Allspring Funds Management, LLC Brokerage Details

Total Assets Under Management

$235,232,798,890

CA Average: $3,625,019,099
Total Number of Employees

418

CA Average: 22
Total Number of Accounts

7,030

CA Average: 1,917
Average Account Size

$33,461,280

CA Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jeffrey Jennings Work History

Jeffrey has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Allspring Funds Distributor

2015 - 2022 (7 years)

Putnam Retail Management

2013 - 2015 (2 years)

Hartford Invesment Financial Services Company, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Jennings to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allspring Funds Management, LLC

Jamie Poulos
Menomonee Falls, WI
Charles Cochran
New York, NY
Jeffrey Jennings
Larkspur, CA
Kevin Kelly
Charlotte, NC
Nelson Goenaga
Charlotte, NC
William Di Sisto
Plymouth Meeting, PA
Reed Steinmann
Elgin, IL
Katherine Ullucci
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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