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 operating out of Santa Monica, California with 8 years of relevant experience. Kenning is currently employed by Align Impact, LLC. The advisor has gained experience at Aspiriant, Abacus Wealth Partners and Align Impact, LLC. Kenning has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in California and Texas. Align Impact, LLC is an advisory company that has its headquarters in Santa Monica, CA. It has offices in two locations and a total of 20 employees. It oversees $512 million in assets under management among its 58 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm advises 21 charitable organizations. Of its 58 client accounts, 57% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which services are provided. Fee types billed by Align Impact, LLC most likely are comprised of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

8 years

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, Others

Office Location

429 Santa Monica Blvd #500
Santa Monica, CA 90401

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Align Impact, LLC Brokerage Details

Total Assets Under Management

$511,938,945

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

20

CA Average: 43
Total Number of Accounts

58

CA Average: 3,727
Average Account Size

$8,826,534

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

Jennifer has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Align Impact, LLC

2014 - 2019 (5 years)

Abacus Wealth Partners

2008 - 2014 (6 years)

Aspiriant

*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 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

Eric Stephenson
New York, NY
Rebecca Orlowitz
Santa Monica, CA
Hummayun Javed
New York, NY
Jordan Miller
Santa Monica, CA
Zachary Strom
Santa Monica, CA
Joseph Ward
Santa Monica, CA
Shannon Nanry
Santa Monica, CA
Rahima Jamal
Santa Monica, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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