Unclaimed Profile

Jeni Rachel Cobbs

REGIONS INVESTMENT MANAGEMENT, INC.·BIRMINGHAM, Alabama

SIE, Series 6, Series 7, Series 7TO, Series 24, Series 26, Series 63, Series 65Clean record9 years registeredREGIONS INVESTMENT MANAGEMENT, INC.

1901 6TH AVENUE NORTH, BIRMINGHAM, AL 35203-2618CRD# 4354424Firm CRD# 111715

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeni Rachel Cobbs · BIRMINGHAM, AL

Registration

CRD #4354424 · REGIONS INVESTMENT MANAGEMENT, INC. · 9 years registered

Brand Profile

Not yet started

Career History

TRUIST INVESTMENT SERVICES, INC.

Jul 2019 – present

TRUIST ADVISORY SERVICES, INC.

Dec 2017 – present

GENSPRING FAMILY OFFICES, LLC

Mar 2017 – Dec 2017

Atlanta, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 7TO

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · March 13, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

REGIONS INVESTMENT MANAGEMENT, INC.

CRD 111715 · SEC 801-27629

AUM

$17.0B

Regulatory assets under management

Employees

2 client accounts

Services offered by REGIONS INVESTMENT MANAGEMENT, INC.

Per Form ADV

Selection of other advisers

View all advisors at REGIONS INVESTMENT MANAGEMENT, INC. →

Introduction

Speak with Jeni

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeni is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BIRMINGHAM?

Browse all registered financial advisors in BIRMINGHAM, Alabama or claim this profile if it's yours.

Browse BIRMINGHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeni Rachel Cobbs offer?

Jeni Rachel Cobbs specializes in Wealth Management, Fee-Only Advisory. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Jeni Rachel Cobbs's credentials?

Jeni Rachel Cobbs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeni Rachel Cobbs located?

Jeni Rachel Cobbs is based in BIRMINGHAM, Alabama, working with REGIONS INVESTMENT MANAGEMENT, INC.. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Jeni Rachel Cobbs charge for services?

Jeni Rachel Cobbs's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REGIONS INVESTMENT MANAGEMENT, INC.?

REGIONS INVESTMENT MANAGEMENT, INC. has approximately 29 employees and manages $17.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →