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Jenna Gray

ROOTED WEALTH ADVISORS, INC.·BOURBONNAIS, Illinois
Unclaimed Profile
389 WILLIAM LATHAM R SENIOR DRIVE, BOURBONNAIS, IL 60914CRD# 7839139Firm CRD# 313759
01

About

Jenna Gray is a registered financial advisor based in BOURBONNAIS, Illinois, affiliated with ROOTED WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ROOTED WEALTH ADVISORS, INC.
ROOTED WEALTH ADVISORS
AUM
$223M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at ROOTED WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7839139
Firm CRD# 313759
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jenna Gray offer?
Jenna Gray specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BOURBONNAIS, Illinois for a consultation.
What are Jenna Gray's credentials?
Jenna Gray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jenna Gray located?
Jenna Gray is based in BOURBONNAIS, Illinois, working with ROOTED WEALTH ADVISORS, INC.. Their office serves clients in the BOURBONNAIS metropolitan area and surrounding communities.
How does Jenna Gray charge for services?
Jenna Gray'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 ROOTED WEALTH ADVISORS, INC.?
ROOTED WEALTH ADVISORS, INC. has approximately 11 employees and manages $223M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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