Peter Jennings, financial advisor Lake Oswego OR
93 score

Peter Jennings

CRD 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 32 years of experience in the finance industry.

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Company Name Location Dates Years
Wedbush Morgan Securities Inc. Portland, OR Oct 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Peter R. Jennings
Phone Number: 213-688-8000
Firm Website: http://www.wedbush.com
Registered State(s):
  • CA
  • WA
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    1,254
    MILLIONS
  • Total Number of Accounts
    4,156
    ACCOUNTS
  • Average Account Value
    $301,643
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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