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Edward Henry Jennings

Sandhill Wealth Management, Inc.

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About Edward Henry Jennings

Edward Jennings is a financial advisor at Sandhill Wealth Management, Inc. based in WINTER PARK, FL. He has been working in the industry since 1997. He has worked for a number of firms in the past including LPL FINANCIAL LLC, PRIME CAPITAL SERVICES, INC., WACHOVIA SECURITIES, LLC, PRUDENTIAL SECURITIES INCORPORATED and DEAN WITTER REYNOLDS INC. Edward holds the Series 7, Series 31, Series 63 and Series 65 licenses. Edward specializes in providing portfolio management for individuals.

Firm Information

Edward Jennings is currently registered with Sandhill Wealth Management, Inc.. Sandhill Wealth Management, Inc. is an investment advisor with approximately $64,105,939 in regulatory assets under management. The firm provides portfolio management for individuals and has clients including corporations or other businesses, charitable organizations, and high-net-worth individuals.

$64.11M

Assets Under Management

62

Total Clients

2

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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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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Edward Jennings’s Registration & Firm History

FL

05/06/2024 - Present

Sandhill Wealth Management, Inc. (WINTER PARK FL)

FL

03/15/2012 - 04/30/2024

LPL FINANCIAL LLC (LAKE BUENA VISTA FL)

FL

07/18/2005 - 03/12/2012

PRIME CAPITAL SERVICES, INC. (WINTER PARK FL)

MO

07/01/2003 - 07/22/2005

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

01/09/2001 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

07/16/1997 - 01/11/2001

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 07/30/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 07/15/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Henry Jennings.
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