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- Custodian
- Charles Schwab & Company · Morgan Stanley · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-03-2021
- Office Locations
- 1
Office Locations
About Safewater Investment Management LLC
Jennings Financial Planning, Inc. is an Atlanta-based, fee-only planning and wealth management firm serving individuals and providing employer retirement plan solutions. The team delivers paced, high-touch guidance and portfolio management that may include ETFs and fixed income. Publishes practical education on topics like 401(k) cybersecurity and fraud awareness.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
OWEN PATTERSON BLANK
Co-President
- CRD
- #6483958
- Ownership
- 50% but less than 75%
Craig Jeffrey Jennings
Chief Compliance Officer, Managing Member, Sr. Project Manager
- CRD
- #6379023
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,350,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,350,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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