Jennings Financial Planning, Inc.

Jennings Financial Planning, Inc. (CRD# 129430) is a financial advisory firm headquartered in Honolulu, HI. They manage $9,938,485 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $310,578
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 Y. Jennings
CRD#: 4755445
1600 Kapiolani Blvd., Suite 1000, Honolulu, HI 96814
96
Wealthminder
score

Monica Jennings (CRD# 4755445) is an Investment Advisor Representative working at Jennings Financial Planning, Inc. in Honolulu, HI and has over 13 years of experience in the finance industry. Monica 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.

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