Caleb JenningsCRD Number: 3211774
Current Firm: Sanderson Wealth Management, LLC
Caleb Jennings (CRD# 3211774) is an Investment Advisor Representative working at Sanderson Wealth Management, LLC in Buffalo, NY and has over 22 years of experience in the finance industry. Caleb Jennings 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
|Sanderson Wealth Management, LLC||Buffalo, NY||Jun 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 1999|
Total Assets Under Management858MILLIONS
Total Number of Accounts1,158ACCOUNTS
Average Account Value$740,997
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NH, NY, OH, TX
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