Unclaimed Profile

Joseph Brian Jennings

CLEAR INVESTMENT RESEARCH, LLC·ALPHARETTA, Georgia

Series 7, Series 24, Series 63, Series 66Clean record21 years registeredCLEAR INVESTMENT RESEARCH, LLC

284 S. MAIN STREET, ALPHARETTA, GA 30009CRD# 2129130Firm CRD# 172685

Profile Verification

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

Identity

Joseph Brian Jennings · ALPHARETTA, GA

Registration

CRD #2129130 · CLEAR INVESTMENT RESEARCH, LLC · 21 years registered

Brand Profile

Not yet started

Career History

CLEAR INVESTMENT RESEARCH, LLC

Sep 2014 – present

LPL FINANCIAL LLC

Nov 2010 – Dec 2011

ATLANTA, GA

CLEARVIEW GROUP

Aug 2010 – Nov 2015

ATLANTA, GA

LPL FINANCIAL CORPORATION

Jun 2007 – Aug 2010

ATLANTA, GA

INVESMART ADVISORS INC

Dec 2004 – Nov 2006

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · December 10, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEAR INVESTMENT RESEARCH, LLC

CRD 172685 · SEC 801-80259

AUM

$5.8B

Regulatory assets under management

Employees

260 client accounts

Services offered by CLEAR INVESTMENT RESEARCH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLEAR INVESTMENT RESEARCH, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Brian Jennings offer?

Joseph Brian Jennings specializes in Financial Planning, Investment Management. Contact their office in ALPHARETTA, Georgia for a consultation.

What are Joseph Brian Jennings's credentials?

Joseph Brian Jennings is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Brian Jennings located?

Joseph Brian Jennings is based in ALPHARETTA, Georgia, working with CLEAR INVESTMENT RESEARCH, LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.

How does Joseph Brian Jennings charge for services?

Joseph Brian Jennings's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLEAR INVESTMENT RESEARCH, LLC?

CLEAR INVESTMENT RESEARCH, LLC has approximately 5 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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