Patrick
Jennings

Advisory Services Network

CRD#6741091
Investment Advisor
in Raleigh, NC

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About this Advisor

Patrick Jennings is a financial advisor based in Raleigh, North Carolina, working with Advisory Services Network. Patrick has previously held positions at Msi Financial Services Inc, Clear Defense LLC, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, and Advisory Services Network, LLC. Patrick has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Patrick is part of Advisory Services Network, which operates out of Raleigh, North Carolina. The firm has 84 offices and 215 employees. The firm manages assets totaling $6.8 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 selection of other advisers. The fee structure at Advisory Services Network includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3110 Edwards Mill Rd. Suite 340
Raleigh, NC 27612

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Advisory Services Network Brokerage Details

Total Assets Under Management

$6,818,718,908

NC Average: $3,570,121,308
Total Number of Employees

215

NC Average: 58
Total Number of Accounts

24,286

NC Average: 1,608
Average Account Size

$280,767

NC Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Patrick Jennings Work History

2022 - Present (3 years)

Advisory Services Network, LLC

2017 - 2022 (5 years)

Mml Investors Services, LLC

2016 - 2017 (1 year)

Msi Financial Services Inc

2016 - 2022 (6 years)

Massachusetts Mutual Life Insurance Company

2000 - 2016 (16 years)

Clear Defense LLC

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Disclosures

Please visit the SEC profile of Patrick 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 Advisory Services Network

Michael Markowitz
Glenview, IL
Alan Chuang
Pasadena, CA
Brady Yohn
Souderton, PA
Justin Dorton
Camden, SC
David Eaton
Atlanta, GA
Jack Bell
Atlanta, GA
Richard Austin
Merrimack, NH
Kaleb Bridgemohan
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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