Jennelle
Vestal
Crescent Grove Advisors
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About this Advisor
Jennelle Vestal is a financial advisor based in Atlanta, Georgia, working with Crescent Grove Advisors. Jennelle has previously held positions at Morgan Stanley and Crescent Grove Advisors, LLC. Jennelle has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Jennelle is part of Crescent Grove Advisors, which operates out of Atlanta, Georgia. The firm has 2 offices and 34 employees. The firm manages assets totaling $4.5 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, and portfolio management for institutional clients. The fee structure at Crescent Grove Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Crescent Grove Advisors Brokerage Details
$4,455,148,440
34
359
$12,409,884
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jennelle Vestal Work History
Crescent Grove Advisors, LLC
Morgan Stanley
Disclosures
Please visit the SEC profile of Jennelle Vestal 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 Crescent Grove Advisors
Milwaukee, WI
Milwaukee, WI
Lake Forest, IL
Milwaukee, WI
Atlanta, GA
Lake Forest, IL
Lake Forest, IL
Atlanta, GA
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