RJ
RJ

Robert Jennings

27 Years of Experience
Overland Park, KS
Broker

Robert Jennings is a registered investment advisor, based in Overland Park, KS, with 27 years of industry experience.

Location

11101 Switzer Road, Suite 200, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert works as SVP, Retirement Plan Consulting at OneDigital Investment Advisors LLC, focusing on business development, sales, and marketing of qualified retirement plans since August 2024. This activity takes about a quarter of Robert's time.

Employment History
Current Registrations
Valmark Securities, INC.Broker
November 2024 - Present · 1 yr 8 mos
Onedigital
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
Osaic Wealth, INC.Broker
August 2024 - November 2024 · 3 mos
Triad Advisors LLCBroker
July 2024 - August 2024 · 1 mo
LPL Financial LLC
November 2015 - August 2024 · 8 yrs 9 mos
LPL Financial LLCBroker
November 2015 - August 2024 · 8 yrs 9 mos
Amegy Investments, INC.Broker
February 2004 - April 2016 · 12 yrs 2 mos
Amegy Investments, INC.
February 2004 - December 2015 · 11 yrs 10 mos
Pan-American Financial AdvisersBroker
May 1998 - December 2003 · 5 yrs 7 mos
State Registrations11 states
AZCACODEFLIDKSLANVTXUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Robert Jennings - Financial Advisor | TrueAdvisor