Unclaimed Profile

James Peter Brennan

GENSPRING FAMILY OFFICES, LLC·JUPITER, Florida

Series 7TO, Series 63CFPClean record23 years registeredGENSPRING FAMILY OFFICES, LLC

150 SOUTH US HIGHWAY 1, JUPITER, FL 33477CRD# 4570480Firm CRD# 109278

Profile Verification

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

Identity

James Peter Brennan · JUPITER, FL

Registration

CRD #4570480 · GENSPRING FAMILY OFFICES, LLC · 23 years registered

Brand Profile

Not yet started

Career History

TRUIST INVESTMENT SERVICES, INC.

Feb 2022 – present

TRUIST ADVISORY SERVICES, INC.

Nov 2021 – present

GENSPRING FAMILY OFFICES, LLC

Jul 2006 – Dec 2017

ST. PETERSBURG, FL

KPMG INVESTMENT ADVISORS

Jun 2003 – Nov 2005

TAMPA, FL

Registrations & Exams

FINRA examinations passed

Series 7TO

Series 63

Registration record

First registered · June 30, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GFO ADVISORY SERVICES, LLC

CRD 109278 · SEC 801-56752

AUM

$257M

Regulatory assets under management

Employees

11 client accounts

Services offered by GFO ADVISORY SERVICES, LLC

Per Form ADV

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at GFO ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does James Peter Brennan offer?

James Peter Brennan specializes in Retirement Planning, Fee-Only Advisory. Contact their office in JUPITER, Florida for a consultation.

What are James Peter Brennan's credentials?

James Peter Brennan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Peter Brennan located?

James Peter Brennan is based in JUPITER, Florida, working with GENSPRING FAMILY OFFICES, LLC. Their office serves clients in the JUPITER metropolitan area and surrounding communities.

How does James Peter Brennan charge for services?

James Peter Brennan'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 GENSPRING FAMILY OFFICES, LLC?

GENSPRING FAMILY OFFICES, LLC has approximately 11 employees and manages $257M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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