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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2004
- Office Locations
- 1
Office Locations
About Jennings Financial Planning, Inc.
Jennings Financial Planning, Inc. is a fee-only boutique advisory led by CFP Monica Jennings, helping individuals make confident financial decisions by addressing both the facts and the emotions behind money. The firm provides financial planning and wealth management plus employer retirement plan solutions, supported by specialized alliances when needed. Portfolios commonly use diversified funds/ETFs with a meaningful fixed-income allocation; custody includes Schwab and Fidelity.
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
MONICA YOSHINO JENNINGS
Certified Financial Planner, DIRECTOR, President
- CRD
- #4755445
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,293,391 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,293,391 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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