Unclaimed Profile

Jenna Gray

ROOTED WEALTH ADVISORS, INC.·BOURBONNAIS, Illinois

Clean recordROOTED WEALTH ADVISORS, INC.

389 WILLIAM LATHAM R SENIOR DRIVE, BOURBONNAIS, IL 60914CRD# 7839139Firm CRD# 313759

Profile Verification

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

Identity

Jenna Gray · BOURBONNAIS, IL

Registration

CRD #7839139 · ROOTED WEALTH ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Jenna

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

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

Firm Overview

Firm

ROOTED WEALTH ADVISORS, INC.

ROOTED WEALTH ADVISORS

AUM

$223M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ROOTED WEALTH ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7839139

Firm CRD# 313759

View on FINRA BrokerCheck →

Looking for a financial advisor in BOURBONNAIS?

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

Browse BOURBONNAIS Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →