Peter JenningsCRD Number: 1086052
Current Firm: Wedbush Securities Inc.
Peter Jennings (CRD# 1086052) is an Investment Advisor Representative working at Wedbush Securities Inc. in Lake Oswego, OR and has over 33 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Smb Financial Services, Inc.
Cable Hill Partners, LLC
|Wedbush Morgan Securities Inc.||Portland, OR||Oct 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1984|
|S65||NASAA Investment Advisors Law Examination||Sep 1998|
Total Assets Under Management1,593MILLIONS
Total Number of Accounts5,010ACCOUNTS
Average Account Value$317,867
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV