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Grant E Jennings

Whitaker-Myers Wealth Managers, Ltd.

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About Grant E Jennings

Grant E. Jennings is an investment advisor representative with Whitaker-Myers Wealth Managers, Ltd., a firm located in Mansfield, Ohio. Grant has been working in the financial industry since May 2008 and holds licenses to provide investment advice in 52 states and the District of Columbia. Grant is a Certified Financial Planner and specializes in providing financial planning, portfolio management for individuals, and pension consulting. Grant also assists clients with the selection of other advisors.

Firm Information

Grant Jennings is currently registered with Whitaker-Myers Wealth Managers, Ltd.. Whitaker-Myers Wealth Managers, Ltd. is a financial advisory firm based in Mansfield, OH. They provide a variety of services including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. They manage over $513 million in assets for a range of clients, including individuals, high net worth individuals, charitable organizations, corporations, pension and profit sharing plans.
Whitaker-Myers Wealth Managers, Ltd.

1485 LEXINGTON AVE.

MANSFIELD, OH 44907

$513.03M

Assets Under Management

Not reported

Total Clients

11

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 individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning, bill pay services

Estate planning, bill pay services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Selection of other advisers fees

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Grant Jennings’s Registration & Firm History

OH

10/17/2024 - Present

Whitaker-Myers Wealth Managers, Ltd. (Deer Park OH)

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Licenses & Designations

BOTH

Issued 11/19/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/24/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Grant E Jennings.
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