Jennifer
Kenning

Align Impact, LLC

CRD#5637909
Investment Advisor
in Santa Monica, CA

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About this Advisor

Jennifer Kenning is a financial advisor based in Santa Monica, California, working with Align Impact, LLC. Jennifer has previously held positions at Aspiriant, Abacus Wealth Partners, and Align Impact, LLC. Jennifer has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Jennifer is part of Align Impact, LLC, which operates out of Santa Monica, California. The firm has 2 offices and 25 employees. The firm manages assets totaling $728.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and educational seminars. The fee structure at Align Impact, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

429 Santa Monica Blvd #500
Santa Monica, CA 90401

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Align Impact, LLC Brokerage Details

Total Assets Under Management

$728,383,306

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

25

CA Average: 43
Total Number of Accounts

47

CA Average: 3,727
Average Account Size

$15,497,517

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Educational seminars/workshops

Jennifer Kenning Work History

2015 - Present (9 years)

Align Impact, LLC

2014 - 2019 (5 years)

Abacus Wealth Partners

2008 - 2014 (6 years)

Aspiriant

Disclosures

Please visit the SEC profile of Jennifer Kenning 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 Align Impact, LLC

Joseph Ward
Santa Monica, CA
Rahima Jamal
Santa Monica, CA
Rebecca Orlowitz
Santa Monica, CA
Paige Dickman
Santa Monica, CA
Eric Stephenson
New York, NY
Hummayun Javed
Santa Monica, CA
Alison Motroni
Santa Monica, CA
Zachary Strom
Santa Monica, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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