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Jennie Marie Fleming

HBW Advisory Services LLC

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About Jennie Marie Fleming

Jennie Marie Fleming is an investment advisor representative at HBW Advisory Services LLC, licensed to operate in Illinois. Jennie is also a registered representative with the firm, specializing in providing financial planning and asset management services to individuals, corporations and other businesses. With over 18 years of experience in the industry, Jennie is committed to helping her clients achieve their financial goals. She is a dedicated and experienced professional with a passion for helping her clients make informed financial decisions. Jennie holds Series 66, Series 7, and SIE licenses. She is also a licensed Notary Public and President of the Greater Winfield Chamber of Commerce.

Firm Information

Jennie Fleming is currently registered with HBW Advisory Services LLC. HBW Advisory Services LLC is a financial advisor based in Simi Valley, CA. The firm provides a range of services, including financial planning, portfolio management, and educational seminars. HBW Advisory Services serves a variety of clients, including individuals, corporations, and high-net-worth individuals. They have over 60 investment advisor representatives and 55 licensed agents, and manage over $1.4 billion in assets.
HBW Advisory Services LLC

2655 1ST STREET

SIMI VALLEY, CA 93065

$1.48B

Assets Under Management

15

Total Clients

56

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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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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Jennie Fleming’s Registration & Firm History

IL

10/14/2021 - Present

HBW Advisory Services LLC (WINFIELD IL)

IL

01/22/2004 - 08/06/2021

AMERIPRISE FINANCIAL SERVICES, LLC (St Charles IL)

MN

01/22/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 01/28/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennie Marie Fleming.
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