Christopher
Jennings
Heron Wealth
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About this Advisor
Christopher Jennings is a certified financial planner working out of New York, New York who has 2 years of relevant experience. Jennings is an employee of Heron Wealth. The advisor has gained experience at Smbc Capital Markets, Inc, Deutsche Bank Securities, Inc, 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. Jennings holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New York. Heron Wealth is a business that has its headquarters in New York, NY. The investment advisory business has just five people on staff. It oversees $433 million in assets between its 1,427 client accounts, placing it among the bigger firms in the country by assets under management. Of its 1,427 customer accounts, 48% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules usually depend on which services the firm provides the client. However, fees charged by Heron Wealth most likely include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Heron Wealth Brokerage Details
$433,024,459
5
1,427
$303,451
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Christopher Jennings Work History
Christopher has been registered as a financial advisor for 2 years.*
Heron Wealth
Bank Of America, N.A
Ifc Personal Money Managers
Merrill Lynch, Pierce, Fenner & Smith Inc
Ubs Financial Services Inc
Jpmorgan Securities LLC
Deutsche Bank Securities, Inc
Smbc Capital Markets, Inc
*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 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 Heron Wealth
New York, NY
New York, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
