Brian
Jennings
Omc Financial Services LTD
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About this Advisor
Brian Jennings is a financial advisor working out of Syracuse, New York. Jennings works at Omc Financial Services LTD. Jennings has gained experience at Omc Financial Services, Greg Jennings LLC, St.Louis Cardinals, Cayuga Community College and Cornell University. Jennings holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in New York. Omc Financial Services LTD is a company that has its headquarters in Syracuse, NY. It has $184 million in assets across its 540 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 540 accounts, 27% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers portfolio management for individuals and small businesses. Financial advisory fees typically are based on which services are offered. However, fee types charged by Omc Financial Services LTD likely include some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Omc Financial Services LTD Brokerage Details
$183,818,575
5
540
$340,405
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Brian Jennings Work History
Brian has been registered as a financial advisor for 0 years.*
Omc Financial Services
Greg Jennings LLC
Omc Financial Services
St.Louis Cardinals
Cornell University
Cayuga Community College
*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 Brian 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 Omc Financial Services LTD
Syracuse, NY
Syracuse, NY
Syracuse, NY
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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