Jentner Wealth Management

Jentner Wealth Management (CRD# 105248) is a financial advisory firm headquartered in Akron, OH. They manage $522,581,438 in 953 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
3677 Embassy Parkway, Akron, OH 44333
http://www.jentnerglobalmanagement.com
By the Numbers
  • Total Assets Under Management
    523
    MILLION
  • Total Number of Accounts
    953
    ACCOUNTS
  • Average Account Value
    $548,354
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
The map below shows states where this firm has explicit registration only.

AZ, FL, NC, NH, OH, TX

Financial Advisors at Jentner Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Daniel Bloom, financial advisor Akron OH
Daniel J. Bloom
CRD#: 2932629
3677 Embassy Parkway, Akron, OH 44333

Daniel Bloom (CRD# 2932629) is an Investment Advisor Representative working at Jentner Wealth Management in Akron, OH and has over 22 years of experience in the finance industry.

2
Matthew Jentner, financial advisor Akron OH
Matthew R. Jentner
CRD#: 6053938
3677 Embassy Parkway, Akron, OH 44333

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.

3
Seth Jentner, financial advisor Akron OH
Seth M. Jentner
CRD#: 6054000
3677 Embassy Parkway, Akron, OH 44333

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.

4
Jesse Lazar, financial advisor Akron OH
Jesse C. Lazar
CRD#: 6158933
3677 Embassy Parkway, Akron, OH 44333

Jesse Lazar (CRD# 6158933) is an Investment Advisor Representative working at Jentner Wealth Management in Akron, OH and has 1 year of experience in the finance industry.

5
Will Smith, financial advisor Akron OH
Will Smith
CRD#: 6081846
3677 Embassy Parkway, Akron, OH 44333

Will Smith (CRD# 6081846) is an Investment Advisor Representative working at Jentner Wealth Management in Akron, OH and has 1 year 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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