JJ
JJ

Jason Jennings

9 Years of Experience
Broker

Jason Jennings is a registered investment advisor at Crews & Associates, INC., based in Little Rock, AR, with 9 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 336 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
31 advisors
Number of Clients
336 clients
Average Client Portfolio
$445K average
Assets Under Management
$149.4M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2M+1.25%

Fees are negotiable for accounts over $2,000,001. When an Outside Manager is used, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4007 N Rodney Parham Road, Little Rock, AR, 72212

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Crews & Associates, INC.Broker
March 2020 - Present · 6 yrs 1 mo
Crews & Associates, INC.
March 2020 - Present · 6 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2018 - March 2020 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2018 - March 2020 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2017 - March 2018 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2017 - March 2018 · 5 mos
Edward Jones
February 2017 - August 2017 · 6 mos
Edward JonesBroker
November 2016 - August 2017 · 9 mos
State Registrations11 states
ARAZCOFLMOMSOHOKTNTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.