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Jenny Gipson Fleming

EQUISTAR WEALTH MANAGEMENT LLC·AUSTIN, Texas
Clean record20 years registeredEQUISTAR WEALTH MANAGEMENT LLC
3103 BEE CAVES RD, AUSTIN, TX 78746CRD# 5149037Firm CRD# 148445

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jenny Gipson Fleming · AUSTIN, TX
Registration
CRD #5149037 · EQUISTAR WEALTH MANAGEMENT LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

AVIDIAN WEALTH SOLUTIONS
May 2024 – present
EQUISTAR WEALTH MANAGEMENT LLC
Oct 2008 – May 2024
AUSTIN, TX
AUSTIN ASSET MANAGEMENT CO
May 2006 – Sep 2008
AUSTIN, TX
02

Registrations & Exams

Registration record
First registered · May 18, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EQUISTAR WEALTH MANAGEMENT LLC
CRD 148445 · SEC 801-107279
AUM
$166M
Regulatory assets under management
Employees
2
166 client accounts
Services offered by EQUISTAR WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EQUISTAR WEALTH MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Jenny Gipson Fleming offer?
Jenny Gipson Fleming specializes in Financial Planning, Investment Management. Contact their office in AUSTIN, Texas for a consultation.
What are Jenny Gipson Fleming's credentials?
Jenny Gipson Fleming is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jenny Gipson Fleming located?
Jenny Gipson Fleming is based in AUSTIN, Texas, working with EQUISTAR WEALTH MANAGEMENT LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Jenny Gipson Fleming charge for services?
Jenny Gipson Fleming'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 EQUISTAR WEALTH MANAGEMENT LLC?
EQUISTAR WEALTH MANAGEMENT LLC has approximately 2 employees and manages $166M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EQUISTAR WEALTH MANAGEMENT LLC

Sara Leigh Seely
AUSTIN, TX

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