Jenny Fleming, financial advisor Austin TX

Jenny Fleming

CRD Number: 5149037
Current 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.

CONTACT
Similar Advisors
Darrick McGill, financial advisor Austin TX
Darrick L. McGill
CRD# 2598630
Primerica Advisors
Similar Advisors
Sorush Abboud, financial advisor Austin TX
Sorush S. Abboud
CRD# 4578301
Morgan Stanley
Similar Advisors
Marc Abello, financial advisor Austin TX
Marc P. Abello
CRD# 5172370
Comerica Securities
Professional Designations
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

Jenny Fleming has no recent exams reported.
Contact Info for Jenny G. Fleming
Phone Number: 512-250-2277
Firm Website: http://www.eswealth.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    158
    MILLIONS
  • Total Number of Accounts
    262
    ACCOUNTS
  • Average Account Value
    $603,492
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Ready to hire a financial advisor? Get competitive proposals from Jenny Fleming and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.