Edward Jennings is a registered investment advisor, based in Winter Park, FL, with 28 years of industry experience.
Location
831 West Morse Blvd, Winter Park, FL, 32789
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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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Edward owns rental real estate in Orlando, FL, dedicating minimal time to it. He is also an Investment Advisor Representative (IAR) with Sandhill Wealth Mgmt, working full-time during trading hours.
Employment History
Current Registrations
Fortune Financial Services, INC.Broker
June 2024 - Present · 1 yr 11 mos
Sandhill Wealth Management, INC.
May 2024 - Present · 2 yrs
Previous Registrations
LPL Financial LLC
March 2012 - April 2024 · 12 yrs 1 mo
LPL Financial LLCBroker
March 2012 - April 2024 · 12 yrs 1 mo
Prime Capital Services, INC.Broker
July 2005 - March 2012 · 6 yrs 8 mos
Asset & Financial Planning, LTD
July 2005 - December 2011 · 6 yrs 5 mos
Wachovia Securities, LLC
July 2003 - July 2005 · 2 yrs
Wachovia Securities, LLCBroker
July 2003 - July 2005 · 2 yrs
Prudential Securities Incorporated
January 2001 - July 2003 · 2 yrs 6 mos
Prudential Securities IncorporatedBroker
January 2001 - July 2003 · 2 yrs 6 mos
Dean Witter Reynolds INC.Broker
July 1997 - January 2001 · 3 yrs 6 mos
State Registrations2 states
FLGA
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.