AdvisorOS Directory
Claim Profile
JW

Jennifer Ann Timmons Witt

FIVE ELMS CAPITAL MANAGEMENT, LLC·KANSAS CITY, Missouri
Unclaimed Profile
4801 MAIN ST., KANSAS CITY, MO 64112CRD# 7875148Firm CRD# 163548
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in KANSAS CITY?

Browse all registered financial advisors in KANSAS CITY, Missouri or claim this profile if it's yours.

Browse KANSAS CITY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in KANSAS CITY
David John Schulte — UBIQUITY MANAGEMENT, LPTimothy J. Thompson — TOWER WEALTH MANAGERS, INC.Frank Charles Maggiorotto — TOWER WEALTH MANAGERS, INC.Chall Alan Jenkins — TOWER WEALTH MANAGERS, INC.Martin Christopher Bicknell — UBIQUITY MANAGEMENT, LP
Nearby cities in Missouri
ST. LOUIS (594)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
ST. LOUIS GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile