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Miranda Wood

12 Years of Experience
Paducah, KY
Broker

Miranda Wood is a registered investment advisor at Jennings & Associates Financial Advisors, LLC, based in Paducah, KY, with 12 years of industry experience. Miranda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 627 clients with $210M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$208.4M
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Location

1920 Broadway Street, Paducah, KY, 42001

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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

Miranda operates under Jennings & Associates Financial Advisors as a DBA for LPL business, dedicating full-time hours. She is also a for-profit board member of Signet Federal Credit Union, serving on the Supervisory Committee, and spends minimal time on this. Additionally, Miranda provides investment advisory services through Jennings & Associates Financial Advisors LLC, dedicating a few hours per week.

Employment History
Current Registrations
Jennings & Associates Financial Advisors, LLC
December 2023 - Present · 2 yrs 4 mos
LPL Financial LLCBroker
November 2013 - Present · 12 yrs 5 mos
Previous Registrations
Keystone Financial Group, LLC
August 2016 - December 2023 · 7 yrs 4 mos
LPL Financial LLC
April 2016 - December 2016 · 8 mos
State Registrations13 states
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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.
Miranda Wood - Financial Advisor | TrueAdvisor