Joseph B. Jennings

CLEAR INVESTMENT RESEARCH

ALPHARETTA, GA 30009

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CRD#: 2129130

Professional summary

Joseph Brian Jennings, AIF®, who also goes by Joe Jennings, Joseph Bryan Jennings, is a registered financial advisor currently at CLEAR INVESTMENT RESEARCH, LLC located in Alpharetta, Georgia.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Joseph has worked at 7 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joe Jennings | Joseph Bryan Jennings

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 11/04/2010 - DBA ONLY, CLEARVIEW GROUP. 2. 08/01/2011 - ARGOSY UNIVERSITY - OTHER-COLLEGE ADJUNCT TEACHER - 5% - $5,000 3. 09/13/2011 - CLEARVIEW GROUP - REGISTERED INVESTMENT ADVISOR - RIA - PERFORM QUALIFIED PLAN ADVISORY SERVICES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Brian Jennings's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

September 8, 2014 - Present

CLEAR INVESTMENT RESEARCH, LLC

Office #1: 284 S. Main Street Suite 900, Alpharetta, GA 30009

RIA

CRD#: 172685

ALPHARETTA, GA

Past

November 3, 2010 - December 31, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

ATLANTA, GA

Past

October 28, 2010 - December 31, 2011

LPL FINANCIAL LLC

CRD#: 6413

ATLANTA, GA

Past

August 2, 2010 - November 20, 2015

CLEARVIEW ADVISORY

RIA

CRD#: 140068

ATLANTA, GA

Past

June 4, 2007 - August 4, 2010

LPL FINANCIAL LLC

RIA

CRD#: 6413

ATLANTA, GA

Past

May 23, 2007 - August 4, 2010

LPL FINANCIAL LLC

CRD#: 6413

ATLANTA, GA

Past

December 10, 2004 - November 22, 2006

INVESMART ADVISORS INC

RIA

CRD#: 108731

AUSTIN, TX

Past

August 11, 2004 - November 22, 2006

INVESMART SECURITIES, LLC

CRD#: 104168

PITTSBURGH, PA

Past

January 1, 1999 - April 19, 2004

GPC SECURITIES, INC.

CRD#: 14007

ATLANTA, GA

Past

October 1, 1997 - January 1, 1999

INVESCO DISTRIBUTORS, INC.

CRD#: 289

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CLEAR INVESTMENT RESEARCH, LLC

CRD#: 172685 / SEC#: 801-80259

RIA

Registered Investment Advisory firm - (9/5/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(9/8/2014)

IAR

South Carolina
(9/10/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/9/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/25/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/30/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/9/2004

General Securities Principal Examination

Current Firm

CLEAR INVESTMENT RESEARCH, LLC

CRD#: 172685 / SEC#: 801-80259

RIA

Registered Investment Advisory firm - (9/5/2014 Approved)

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Contact information

Main Address

284 S. Main Street Suite 900, Alpharetta, GA 30009

Mailing Address

Phone number

(678) 293-8667

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLEAR INVESTMENT RESEARCH ADV PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	277
AUM (Assets Under Management)	$ 4,662,741,651

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Joseph B. Jennings

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Brian Jennings's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CLEARVIEW ADVISORY

LPL FINANCIAL LLC

LPL FINANCIAL LLC

INVESMART ADVISORS INC

INVESMART SECURITIES, LLC

GPC SECURITIES, INC.

INVESCO DISTRIBUTORS, INC.

Primary Firm SEC Registration

CLEAR INVESTMENT RESEARCH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/9/2004

Series 63

Date: 11/25/1997

Series 7

Date: 9/30/1997

Series 24

Date: 4/9/2004

Current Firm

CLEAR INVESTMENT RESEARCH, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLEAR INVESTMENT RESEARCH, LLC

TRUST BUT VERIFY

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