Jennings Financial Planning, Inc.

Jennings Financial Planning, Inc. (CRD# 129430) is a financial advisory firm headquartered in Honolulu, HI. They manage $29,945,073 in 63 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
615 Piikoi Street, Suite 1507, Honolulu, HI 96814
http://www.jenningsfp.com
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $475,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

HI

Financial Advisors at Jennings Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Monica Jennings, financial advisor Honolulu HI
Monica Y. Jennings
CRD#: 4755445
615 Piikoi Street, Suite 1507, Honolulu, HI 96814

Monica Jennings (CRD# 4755445) is an Investment Advisor Representative working at Jennings Financial Planning, Inc. in Honolulu, HI and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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