Jenny Fleming
CRD Number: 5149037Current Firm: Equistar Wealth Management LLC
Compensation Model: Fee Only
Jenny Fleming (CRD# 5149037) is an Investment Advisor Representative working at Equistar Wealth Management LLC in Austin, TX and has 24 year of experience in the finance industry. Jenny Fleming has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2598630
Primerica Advisors
CRD# 4578301
Morgan Stanley
CRD# 5172370
Comerica Securities
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
CPAs are experts on tax issues. However, while they are required to take extensive exams on tax and accounting issues, the CPA does not indicate any particular proficiency with financial planning or portfolio management.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equistar Wealth Management | Austin, TX | Sep 2008 - Current | 12 |
| Austin Asset management Co | Austin, TX | May 2005 - Sep 2008 | 3 |
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Total Assets Under Management158MILLIONS
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Total Number of Accounts262ACCOUNTS
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Average Account Value$603,492
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TX
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