Christopher JenningsCRD Number: 6524291
Current Firm: Vanguard Advisers, Inc.
Christopher Jennings (CRD# 6524291) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 5 years of experience in the finance industry. Christopher 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.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|Vanguard Group Inc.||Scottsdale, AZ||Jul 2016 - Current||5|
|Mopedu LLC||Iowa City, IA||Jun 2013 - Jun 2016||3|
|Student||Iowa City, IA||Aug 2005 - May 2016||10|
|New York Life Insurance||Hiawatha, IA||May 2015 - Aug 2015||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2016|
|S65||NASAA Investment Advisors Law Examination||May 2018|
Total Assets Under Management276,525MILLIONS
Total Number of Accounts518,715ACCOUNTS
Average Account Value$533,097
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, WY
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