Greg Jennings, LLC
Firm details
- Headquarters
- Syracuse, New York
- CRD number
- 341031
- Registered since
- April 1, 2026
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI76.2%
- Individuals23.8%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Greg Jennings, LLC is an independent registered investment adviser organized as a limited liability company and listed as SEC-registered in 2026. The firm serves individual and family clients, offering portfolio management specifically for individuals and small businesses. Its fee model combines a percentage of assets under management with hourly charges. The adviser does not identify as an ESG-active manager, is not a multi-state adviser, and is not structured as a capital allocator or a pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3James Cullen
CCOCRD 5111669
Gregory Jennings
Financial AdvisorCRD 2169365
Brian Jennings
Associate AdvisorCRD 7689738
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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