Kelly Jennings, financial advisor Ridgeland MS

Kelly Jennings

CRD Number: 6441793
Current Firm: Asset Dedication, LLC
Compensation Model: Fee Only

Kelly Jennings (CRD# 6441793) is an Investment Advisor Representative working at Asset Dedication, LLC in Ridgeland, MS and has 2 years of experience in the finance industry.

CONTACT
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Mag Cap
Company Name Location Dates Years
Branning Wealth Management Ridgland, MS Aug 2014 - Current 5
Reformed Theological Seminary Jackson, MS Aug 2012 - Aug 2014 2
No Employment Jackson, MS Apr 2012 - Aug 2012 < 1
Cincinnati Bengals Cincinnati, OH Sep 2011 - Mar 2012 < 1
Seattle Seahawks Kirkland, WA May 2006 - Aug 2011 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2015
Contact Info for Kelly J. Jennings
Phone Number: 866-535-0897
Advisor Website: http://branwealth.com/
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    991
    MILLIONS
  • Total Number of Accounts
    3,161
    ACCOUNTS
  • Average Account Value
    $313,455
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, LA, MA, ME, MI, MO, MS, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TX, VA

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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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