Ashland Investment Advisers
Ashland Investment Advisers (CRD# 139525) is a financial advisory firm headquartered in Torrance, CA. They manage $38,000,000 in 283 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management38MILLION
Total Number of Accounts283ACCOUNTS
Average Account Value$134,276
- 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 businesses (other than small businesses) or institutional clients
Theodore Jennings (CRD# 2512215) is an Investment Advisor Representative working at Ashland Investment Advisers in Torrance, CA and has over 5 years of experience in the finance industry.
John Kirk (CRD# 270637) is an Investment Advisor Representative working at Ashland Investment Advisers in Torrance, CA and has over 11 years of experience in the finance industry. John Kirk 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.