Kelly
Jennings
Asset Dedication, LLC
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About this Advisor
Kelly Jennings is a financial advisor based in San Francisco, California, working with Asset Dedication, LLC. Kelly has previously held positions at Reformed Theological Seminary, Branning Wealth Management, and Asset Dedication. Kelly has passed the Series 65 regulatory exam and is registered to provide services in Mississippi, North Carolina, Ohio, and Virginia. Currently, Kelly is part of Asset Dedication, LLC, which operates out of San Francisco, California. The firm has 2 offices and 7 employees. The firm manages assets totaling $2.5 billion 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 institutional clients, and other services. The fee structure at Asset Dedication, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Asset Dedication, LLC Brokerage Details
$2,538,962,898
7
6,692
$379,403
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Kelly Jennings Work History
Asset Dedication
Branning Wealth Management
Reformed Theological Seminary
Disclosures
Please visit the SEC profile of Kelly 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 Asset Dedication, LLC
San Francisco, CA
San Francisco, CA
Jackson, MS
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, 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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