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Jenny Marie Clark

Clark Planning & Investment Advisory

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About Jenny Marie Clark

Jenny Marie Clark is an investment advisor representative with Clark Planning & Investment Advisory, a firm registered with the state of Alabama. Clark Planning & Investment Advisory offers financial planning, and portfolio management services. Jenny has been with the firm since 2004. Jenny obtained her Series 65 license in 2022 and is currently registered in the state of Alabama. Jenny's primary specialization is in Portfolio Management for Individuals. Jenny has a strong track record of working with individuals.

Firm Information

Jenny Clark is currently registered with Clark Planning & Investment Advisory. Clark Planning & Investment Advisory is a registered investment advisor with approximately $10.7 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, with a focus on high-net-worth clients. They serve 37 clients, including 34 individuals other than high-net-worth and 3 high-net-worth individuals.

$10.66M

Assets Under Management

Not reported

Total Clients

2

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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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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percentage of assets

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

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Jenny Clark’s Registration & Firm History

AL

11/03/2022 - Present

Clark Planning & Investment Advisory (BIRMINGHAM AL)

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Licenses & Designations

IA

Issued 11/03/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jenny Marie Clark.
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