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Jennings & Associates Financial Advisors, LLC

Jennings & Associates Financial Advisors, LLC. CRD 312706

Jennings & Associates Financial Advisors, LLC logo

CRD: 312706

Jennings & Associates Financial Advisors, LLC

Paducah, KY, 42001
2704481010
www.jenningsfinancialadvisors.com
$240.1M Total AUM
$240.1M Disc. AUM
-- 3Y CAGR
8 Employees
691 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
LPL Financial
Clients
Retail and Institutional
Platforms
Vertex
Established Date
08-29-2023
Office Locations
1

Office Locations

1920 Broadway Street Paducah KY

About Jennings & Associates Financial Advisors, LLC

Jennings & Associates Financial Advisors, LLC is a Paducah, KY-based RIA focused on building and monitoring comprehensive income plans for clients drawing from 401(k)/IRA/403(b) assets while navigating Social Security and tax decisions. The team emphasizes goal-, horizon-, and risk-based planning, then selects investments to support a clear income target. A repeatable “GPS Method” and LPL Financial affiliation (securities) support a structured client experience.

Team overview

46 AVG AGE
$48.0M AVG AUM / ADVISOR
$347.5K AVG AUM / CLIENT
2.6 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

North Delta vector Vertex

Client Personas

Catalyst Insight momentum

Custodian

Eagle Fusion

Investment Themes

Vertex meridian Vector north Unison Frontier glacier

Investment Vehicles

Insight signal Element pathway

Services

Radial foundation Bridge meridian Meridian Momentum Peak Element unison Oak harbor Prime Horizon quantum

Technology

Optima

Owner & Executives

KEITH TODD JENNINGS

KEITH TODD JENNINGS

Chief Compliance Officer, Managing Member

CRD
#3181045
Ownership
75% or more
(453) 532-6848
wave.element@beaconcapital.com
in linkedin.com/in/alpha-catalyst

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Contacts

Logan Taylor Brown

Logan Taylor Brown

Relationship Manager

CRD
#7363880
(967) 507-6143
capital.fusion@vertexcapital.com
in linkedin.com/in/harbor-value
C

Crystal Lynn Johnson

--

CRD
#7398184
(795) 352-3311
value.insight@deltacapital.com
in linkedin.com/in/value-summit
C

Catalyst ember

Ridge catalyst ridge

CRD
#52937
(629) 704-4585
catalyst.vertex@oakcapital.com
in linkedin.com/in/wave-eagle

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-22-2023
11-14-2024
03-14-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $240,125,414 $214,974
Non-Discretionary $0 --
Total $240,125,414 $214,974

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Separately Managed Accounts

Total SMA Asset: $240,125,414

$240.1M Total SMA
Public Funds:
13.8%
U.S. Government/Agency:
32.0%
Cash:
32.6%
Equity - Exchange:
21.6%
Asset class Assets Assets %
Public Funds $731,809,940 13.8%
U.S. Government/Agency $1,696,950,587 32.0%
Cash $1,728,768,410 32.6%
Equity - Exchange $1,145,441,646 21.6%
Total $5,302,970,583 100.0%

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