Christopher Jennings
Christopher Jennings is a CFP-designated registered investment advisor at Titleist Asset Management, LLC, based in Scottsdale, AZ, with 10 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 2,151 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable at the firm's discretion based on total assets under management, except for a mandatory 0.15% model manager fee if Shorebird Capital models are used.
Fee Estimator
Location
Scottsdale, AZ
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher works as a financial advisor for CUE Financial Group and PFG Advisors LLC, spending about half his time on these activities. He also works as an insurance agent selling fixed life insurance products and dedicates minimal time to being a board member for Hayden Villa Condominiums and driving for Uber and Lyft.
Employment History
Current Registrations
Titleist Asset Management, LLC
Titleist Capital, LLC
Titleist Capital, LLCBroker
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Osaic Wealth, INC.Broker
Pfg Advisors
Securities America, INC.Broker
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations1 state
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
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