Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennelle? Claim Your ProfileJennelle Vestal is an Investment Advisor Representative at Crescent Grove Advisors. Jennelle has been in the financial industry for over 17 years and has experience with Morgan Stanley and UBS Financial Services Inc. Jennelle is registered in Georgia. Jennelle specializes in portfolio management for individuals and businesses, as well as providing financial planning services. Jennelle has a Series 7, Series 31, and Series 66 licenses. She also holds the SIE exam. Crescent Grove Advisors is an independent Registered Investment Advisor (RIA) firm that provides investment advisory services to individuals, families, businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
12/21/2023 - Present
Crescent Grove Advisors (Atlanta GA)
GA
05/20/2013 - 07/06/2023
MORGAN STANLEY (ATLANTA GA)
GA
03/31/2011 - 04/18/2013
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
11/03/2009 - 04/04/2011
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
09/05/2008 - 03/18/2009
STANFORD GROUP COMPANY (ATLANTA GA)
GA
08/03/2007 - 09/04/2008
WACHOVIA SECURITIES, LLC (MARIETTA GA)
GA
06/02/2006 - 05/15/2007
AMERIPRISE FINANCIAL SERVICES, INC. (ALPHARETTA GA)
BOTH
Issued 08/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 06/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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