Steven Jennings (CRD# 2472408) is an Investment Advisor Representative working at Evergreen Ria, LLC in Rutland, VT and has over 29 years of experience in the finance industry.
CRD# 1579811
Ubs Financial Services Inc.
CRD# 1163641
Summit Investments LLC
CRD# 4553947
Centurion Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| D.h. Hill Securities, Lllp | Kingwood, TX | Jan 2023 - Current | 1 |
| Evergreen Ria, LLC | Rutland, VT | Nov 2022 - Current | 1 |
| Jennings Financial Group | Rutland, VT | Oct 2004 - Current | 19 |
| Hudson Point Capital | Iselin, NJ | May 2018 - Jul 2022 | 4 |
| National Securities | Iselin, NJ | Jan 2009 - Jul 2022 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1994 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- VT
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
VT
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