Christopher Jennings
Christopher Jennings is a registered investment advisor at Osaic Institutions, INC., based in Virginia Beach, VA, with 22 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
Location
582 Lynnhaven Parkway, Suite 100, Virginia Beach, VA, 23452
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Regulatory History (1)
Customer Dispute
January 2021Other Business ActivitiesSells Insurance
Christopher is the president of the Tidewater Chapter of the Virginia Tech Alumni Assoc., spending about 10-20% of his time raising funds for scholarships. He is also an advisory board member/financial advisor for Vanguard Landing LLC, dedicating minimal time to this role. Christopher also works with his wife as an insurance agent for Full Circle Insurance Specialists, Inc., spending a few hours per week selling fixed life, health, disability, and long-term care insurance.
Employment History
Current Registrations
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
Previous Registrations
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Bi Investments, LLCBroker
Bi Investments, LLC
Next Financial Group, INC.
Next Financial Group, INC.Broker
State Registrations7 states
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.