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Jeremiah Jennings

17 Years of Experience
Cheyenne, WY
BrokerSells Insurance

Jeremiah Jennings is a registered investment advisor at LPL Financial LLC, based in Cheyenne, WY, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

Cheyenne, WY

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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 ActivitiesSells Insurance

Jeremiah operates Jennings Wealth Management LLC as a DBA for his LPL business. He also receives trails from non-variable insurance products since 2022.

Employment History
Current Registrations
LPL Financial LLC
December 2024 - Present · 1 yr 5 mos
LPL Financial LLC
December 2024 - Present · 1 yr 5 mos
LPL Financial LLCBroker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Equitable Advisors, LLC
March 2024 - December 2024 · 9 mos
Equitable Advisors, LLCBroker
March 2024 - December 2024 · 9 mos
Next Financial Group, INC.
August 2022 - March 2024 · 1 yr 7 mos
Next Financial Group, INC.Broker
July 2022 - March 2024 · 1 yr 8 mos
Equitable Distributors, LLCBroker
October 2019 - June 2022 · 2 yrs 8 mos
Curian Capital, LLC
January 2016 - March 2016 · 2 mos
Curian Capital, LLC
March 2013 - January 2014 · 10 mos
Jackson National Life Distributors LLCBroker
November 2008 - October 2019 · 10 yrs 11 mos
State Registrations11 states
COFLILKSNCNDNEPATXWAWY
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.