Jennifer
Grennan
Infinex Investments, Inc
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About this Advisor
Jennifer Grennan is a financial advisor who works out of South Windsor, Connecticut who has 5 years of industry experience. Grennan is on the advisory team at Infinex Investments, Inc. Throughout their career, Grennan has worked at First Niagara Bank, Lpl Financial LLC, Infinex Investments, Inc, United Bank and Ion Bank. Grennan holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Connecticut and Massachusetts. Infinex Investments, Inc is a registered investment firm based in Meriden, CT. It has offices in 531 locations and a total of 764 financial advisors. It has $3 billion in total assets across its 8,831 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 78 charities and foundations. Infinex Investments, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management vary depending on which services the firm provides the client. However, fee types charged by Infinex Investments, Inc can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Infinex Investments, Inc Brokerage Details
$2,814,653,668
764
8,831
$318,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jennifer Grennan Work History
Jennifer has been registered as a financial advisor for 5 years.*
Ion Bank
Infinex Investments, Inc
United Bank
Lpl Financial LLC
First Niagara Bank
*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 Grennan 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 Infinex Investments, Inc
Meriden, CT
Bronx, NY
New York, NY
Chapel Hill, NC
Naugatuck, CT
Springfield, IL
Ellsworth, ME
Grand Ledge, MI
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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