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Jennifer Ann Sweeney

GGM Wealth Advisors

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About Jennifer Ann Sweeney

Jennifer Sweeney is an investment advisor representative associated with GGM Wealth Advisors. Jennifer has been in the industry since 2014. The firm’s office is located in Baltimore, MD.

Firm Information

Jennifer Sweeney is currently registered with GGM Wealth Advisors. GGM Wealth Advisors is a Baltimore, MD-based firm with 6 investment advisor representatives. They manage $443,078,249 in assets and advise a variety of client types, including individuals, corporations, charities, and pension plans. Their services include financial planning, pension consulting, and portfolio management. They are registered with the SEC under the number 801-50972.
GGM Wealth Advisors

1801 PORTER STREET

BALTIMORE, MD 21230

$443.08M

Assets Under Management

10

Total Clients

6

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 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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Jennifer Sweeney’s Registration & Firm History

MD

01/06/2024 - Present

GGM Wealth Advisors (BALTIMORE MD)

MD

07/11/2014 - 08/31/2015

1ST GLOBAL CAPITAL CORP. (TIMONIUM MD)

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Licenses & Designations

BOTH

Issued 08/28/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/31/2015

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Ann Sweeney.
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