Ben
Jennings
Soundview Advisors
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About this Advisor
Ben Jennings is a certified financial planner and personal financial specialist who works out of Olympia, Washington with 13 years of industry experience. Jennings is currently employed by Soundview Advisors. They have been with Soundview Advisors for the entirety of their career. Jennings maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Washington. Soundview Advisors is a financial advisory company operating out of Olympia, WA. The company has a total of 12 people on staff. It handles $291 million in assets under management between its 1,029 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,029 accounts, 43% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules usually are based on the financial services offered. However, fees charged by Soundview Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Soundview Advisors Brokerage Details
$290,771,258
12
1,029
$282,577
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ben Jennings Work History
Ben has been registered as a financial advisor for 13 years.*
Soundview Advisors, Ps
*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 Ben 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 Soundview Advisors
Olympia, WA
Olympia, WA
Olympia, WA
Olympia, WA
Olympia, WA
Seattle, WA
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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.
