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Jennifer Ann Timmons Witt

FIVE ELMS CAPITAL MANAGEMENT, LLC·KANSAS CITY, Missouri
Clean recordFIVE ELMS CAPITAL MANAGEMENT, LLC
4801 MAIN ST., KANSAS CITY, MO 64112CRD# 7875148Firm CRD# 163548

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Ann Timmons Witt · KANSAS CITY, MO
Registration
CRD #7875148 · FIVE ELMS CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jennifer Ann Timmons Witt is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with FIVE ELMS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
FIVE ELMS CAPITAL MANAGEMENT, LLC
FIVE ELMS CAPITAL
AUM
$2.4B
Regulatory assets under management
Employees
55
Total firm employees
View all advisors at FIVE ELMS CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7875148
Firm CRD# 163548
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Ann Timmons Witt offer?
Jennifer Ann Timmons Witt specializes in Retirement Planning. Contact their office in KANSAS CITY, Missouri for a consultation.
What are Jennifer Ann Timmons Witt's credentials?
Jennifer Ann Timmons Witt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Ann Timmons Witt located?
Jennifer Ann Timmons Witt is based in KANSAS CITY, Missouri, working with FIVE ELMS CAPITAL MANAGEMENT, LLC. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.
How does Jennifer Ann Timmons Witt charge for services?
Jennifer Ann Timmons Witt's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIVE ELMS CAPITAL MANAGEMENT, LLC?
FIVE ELMS CAPITAL MANAGEMENT, LLC has approximately 55 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FIVE ELMS CAPITAL MANAGEMENT, LLC

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Aaron Matthew Handke
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Kalie Renee Mccollaugh
PRAIRIE VILLAGE, KS
Frederick Nathan Coulson
PRAIRIE VILLAGE, KS
Ryan Richard Mandle
PRAIRIE VILLAGE, KS

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Research
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