Christopher
Jennings
Wealthspire Advisors
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About this Advisor
Christopher Jennings is a financial advisor based in New York, New York, working with Wealthspire Advisors. Christopher has previously held positions at UBS Financial Services Inc, JPMorgan Securities LLC, Bank of America, N.A, IFC Personal Money Managers, Heron Wealth, and Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Christopher is part of Wealthspire Advisors, which operates out of New York, New York. The firm has 18 offices and 259 employees. The firm manages assets totaling $18.9 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, pension consulting services, and selection of other advisers. The fee structure at Wealthspire Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthspire Advisors Brokerage Details
$18,872,379,313
259
7,156
$2,637,281
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Christopher Jennings Work History
Heron Wealth
Bank Of America, N.A
Ifc Personal Money Managers
Merrill Lynch, Pierce, Fenner & Smith Inc
Ubs Financial Services Inc
Jpmorgan Securities LLC
Disclosures
Please visit the SEC profile of Christopher 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 Wealthspire Advisors
Palm Beach Gardens, FL
Potomac, MD
New York, NY
Fulton, MD
New York, NY
Reston, VA
Reston, VA
Delafield, WI
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