AJ
AJ

Annleah Rosemarie Jones

2 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
47 advisors
Number of Clients
3,469 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$18.4B

Fee Structure

Minimum Investment:$100K
Minimum Annual Fee:$1,500
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Location

290 Woodcliff Drive, Fairport, NY, 14450

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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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Other Business Activities

Annleah is an employee and investment advisor representative of Manning & Napier Advisors, LLC, an affiliated registered investment advisor. This activity is investment-related.

Employment History
Current Registrations
Manning & Napier Advisors, LLC
March 2023 - Present · 2 yrs 11 mos
Manning & Napier Investor Services, INC.Broker
December 2022 - Present · 3 yrs 2 mos
Manning & Napier Investor Services, INC.
December 2022 - Present · 3 yrs 2 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.