Jentner Wealth Management

Jentner Wealth Management (CRD# 105248) is a financial advisory firm headquartered in Akron, OH. They manage $279,089,857 in 203 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    279
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $1,374,827
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

FL, NC, NH, OH

Financial Advisors at Jentner Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Daniel J. Bloom
CRD#: 2932629
3677 Embassy Parkway, Akron, OH 44333
96
Wealthminder
score

Daniel Bloom (CRD# 2932629) is an Investment Advisor Representative working at Jentner Wealth Management in Akron, OH and has over 16 years of experience in the finance industry. Daniel Bloom 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.

2
Bruce A. Jentner
CRD#: 1006223
3677 Embassy Parkway, Akron, OH 44333
96
Wealthminder
score

Bruce Jentner (CRD# 1006223) is an Investment Advisor Representative working at Jentner Wealth Management in Akron, OH and has over 30 years of experience in the finance industry. Bruce Jentner 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.

3
Matthew R. Jentner
CRD#: 6053938
3677 Embassy Parkway, Akron, OH 44333
90
Wealthminder
score

Matthew Jentner (CRD# 6053938) is an Investment Advisor Representative working at Jentner Wealth Management in Akron, OH and has 1 year of experience in the finance industry. Matthew Jentner 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.

4
Seth M. Jentner
CRD#: 6054000
3677 Embassy Parkway, Akron, OH 44333
90
Wealthminder
score

Seth Jentner (CRD# 6054000) is an Investment Advisor Representative working at Jentner Wealth Management in Akron, OH and has 1 year of experience in the finance industry. Seth Jentner 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.