Invested Better
Unclaimed

Unclaimed

Unclaimed

Jennifer Greer Fensley

Capsouth Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jennifer? Claim Your Profile

About Jennifer Greer Fensley

Jennifer Fensley is an investment advisor representative at Capsouth Wealth Management. Jennifer has been in the industry since October 2013. Jennifer is registered with the state of Georgia and North Carolina. Jennifer has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Jennifer is a licensed agent with Capsouth Wealth Management.

Firm Information

Jennifer Fensley is currently registered with Capsouth Wealth Management. Capsouth Wealth Management is an investment advisor based in Dothan, Alabama. The firm provides a range of services including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Capsouth Wealth Management serves a variety of client types, including high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. They currently have approximately $762,931,550 in regulatory assets under management.
Capsouth Wealth Management

2216 W. MAIN STREET

DOTHAN, AL 36301

$762.93M

Assets Under Management

14

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting

Consulting

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Percentage of net worth

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jennifer Fensley’s Registration & Firm History

NC

05/09/2017 - Present

Capsouth Wealth Management (Huntersville NC)

Not sure if Jennifer Greer Fensley is right for you?

Licenses & Designations

IA

Issued 05/09/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Greer Fensley.
Not sure if Jennifer Greer Fensley is right for you?