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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Jennings is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered with Allspring Funds Management, LLC and has previously been registered with firms such as Putnam Retail Management Limited Partnership and Hartford Funds Distributors, LLC. Jennings has a broad range of experience in financial planning, portfolio management and investment advisory services for individuals, businesses, investment companies and pooled investment vehicles. Jennings holds licenses in Series 6, 7, 63, 65, and 26.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
03/01/2022 - Present
Allspring Funds Management, LLC (Larkspur CA)
MA
06/08/2015 - 02/28/2022
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
PA
04/15/2013 - 05/15/2015
HARTFORD FUNDS DISTRIBUTORS, LLC (WAYNE PA)
WA
03/14/2012 - 04/19/2013
SYMETRA SECURITIES, INC. (BELLEVUE WA)
WA
06/15/2012 - 12/03/2012
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
MA
08/19/2010 - 12/31/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
NY
03/10/2009 - 08/10/2010
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
CT
08/19/2003 - 02/18/2009
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
IA
Issued 03/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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