GREG JENNINGS, LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
SYRACUSE, New York
CRD number
341031
Registered since
April 1, 2026
Fee structure
Percentage of AUM, Hourly Charges
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Greg Jennings, LLC is a recently formed limited liability company that registered as an SEC adviser in 2026. The firm describes its primary advisory activity as portfolio management for individuals and small businesses. It operates as an individual-owned adviser and is classified in the source data as unclassified. Fee arrangements listed include both a percentage-of-AUM model and hourly charges. The firm is not identified as an active ESG investor, is not multi-state, and is not positioned as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Brian Jennings

    Associate AdvisorCRD 7689738

  • GREGORY JENNINGS

    Financial AdvisorCRD 2169365

  • JAMES CULLEN

    CCOCRD 5111669

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SYRACUSE, NY

ONONDAGA

Location

SYRACUSE, NY

Headquartered in SYRACUSE, NY, anchoring the Syracuse-Auburn, NY metro in the Northeast.

Metro area
Syracuse-Auburn, NY
Region
Northeast
County
ONONDAGA
Address
5789 Widewaters Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth