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Caleb Jennings

Sanderson Wealth Management, LLC

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About Caleb Jennings

Caleb Jennings is a financial advisor at Sanderson Wealth Management, LLC in Buffalo, NY. Caleb has been a Registered Investment Advisor for over 20 years and is also a Certified Financial Planner. Caleb's focus is on providing financial planning services to individuals, high net worth individuals, and businesses.

Firm Information

Caleb Jennings is currently registered with Sanderson Wealth Management, LLC. Sanderson Wealth Management, LLC is a Registered Investment Advisor based in BUFFALO, NY. They manage approximately $1.12 Billion in assets for individuals, high-net-worth individuals, pension and profit-sharing plans, and insurance companies. Their services include financial planning, portfolio management for individuals and businesses, and selection of other advisers. They have 13 investment advisory functions and 11 investment advisor representatives.
Sanderson Wealth Management, LLC

50 FOUNTAIN PLAZA

BUFFALO, NY 14202

$1.12B

Assets Under Management

Not reported

Total Clients

10

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Caleb Jennings’s Registration & Firm History

NY

08/25/2021 - Present

Sanderson Wealth Management, LLC (BUFFALO NY)

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Licenses & Designations

IA

Issued 04/13/1999

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Caleb Jennings.
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