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Brice Cordell Jennings

Jennings Investment Group, Inc.

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About Brice Cordell Jennings

Brice Jennings is an investment advisor representative with Jennings Investment Group, Inc. He is registered with the state of Tennessee and holds Series 7, 63 and 65 securities licenses. Jennings has worked in the industry since 1996, previously at FINANCIAL WEST GROUP and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jennings Investment Group, Inc. has a total of 44 clients with $7,220,309 in regulatory assets under management. Jennings primarily focuses on individual and business portfolio management and market timing services.

Firm Information

Brice Jennings is currently registered with Jennings Investment Group, Inc.. Jennings Investment Group, Inc. is an investment advisor that provides portfolio management for individuals and businesses. The firm also offers market timing services and selects other advisors for clients. They have approximately $7.2 million in regulatory assets under management, primarily serving high net worth individuals and individuals other than high net worth. The firm does not offer wrap fee programs.

$7.22M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brice Jennings’s Registration & Firm History

TN

08/31/2010 - Present

Jennings Investment Group, Inc. (SMYRNA TN)

NV

07/05/2001 - 12/03/2002

FINANCIAL WEST GROUP (RENO NV)

NY

10/08/1996 - 07/06/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/02/2010

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/24/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/15/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/03/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brice Cordell Jennings.
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