JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC

Overview

Jennings & Associates Financial Advisors, LLC is an independent RIA that works with individuals, families and select institutional clients. The firm offers a mix of fee models — percentage of AUM, hourly and fixed fees — and lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory activities. Jennings & Associates is SEC-registered (2023) and operated as a limited liability company under individual ownership. Investment activity centers on public funds and mutual funds as the core building blocks of client portfolios, complemented by allocations to third-party alternative fund managers. The firm is not a capital allocator — it sources external managers rather than running proprietary funds — and it does not identify as an active ESG investor. Most client assets are managed on a discretionary basis, indicating the firm typically implements portfolio decisions on behalf of clients.

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Location & Offices