Jonathan C. Jennings

WPWEALTH LLP

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CRD#: 2516361

Professional summary

Jonathan Clay Jennings, who also goes by Clay Jennings, is a registered financial advisor currently at WPWEALTH LLP .

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jonathan has worked at 3 firms and has passed the Series 65, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Clay 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Clay 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®

None

Experience

Current

April 25, 2014 - Present

WPWEALTH LLP

RIA

CRD#: 145467

Past

January 11, 2007 - October 18, 2011

ALGONQUIN ADVISORS LLC

RIA

CRD#: 114021

GREENWICH, CT

Past

September 29, 1994 - November 29, 1995

THE VARIABLE ANNUITY MARKETING COMPANY

CRD#: 5081

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".

WPWEALTH LLP

WHITLEY PENN FINANCIAL, L.L.P. | WPWEALTH, LLP | WPWEALTH LLP | WHITLEY PENN FINANICAL SERVICES, L.L.P.

CRD#: 145467 / SEC#: 801-68528

RIA

Registered Investment Advisory firm - (1/2/2008 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

Texas
(4/25/2014)

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 65

Date: 4/25/2014

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 10/13/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/28/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WPWEALTH LLP

WHITLEY PENN FINANCIAL, L.L.P. | WPWEALTH, LLP | WPWEALTH LLP | WHITLEY PENN FINANICAL SERVICES, L.L.P.

CRD#: 145467 / SEC#: 801-68528

RIA

Registered Investment Advisory firm - (1/2/2008 Approved)

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Contact information

Main Address

640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102

Mailing Address

Phone number

(817) 259-9100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART II - 09.18.2025 (1/13/2026)

ADV PART II - 01.13.2026 (1/13/2026)

ADV PART II - 09.18.2025 (9/19/2025)

ADV PART II - 05.21.2025 (9/18/2025)

ADV PART II - 03.25.2024 (5/21/2025)

ADV PART II - 07.27.2024 (3/31/2025)

ADV PART II - 04.05.2024 (3/31/2025)

ADV PART II - 03.31.2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,581
AUM (Assets Under Management)	$ 1,029,170,419

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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Jonathan C. Jennings

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Clay Jennings's CRS (Customer Relationship Summary).

Certified licenses

Experience

WPWEALTH LLP

ALGONQUIN ADVISORS LLC

THE VARIABLE ANNUITY MARKETING COMPANY

Primary Firm SEC Registration

WPWEALTH LLP

State Registrations and Notice Filings

Exams

Series 65

Date: 4/25/2014

Series 7

Date: 10/13/1999

Series 6

Date: 9/28/1994

Current Firm

WPWEALTH LLP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WPWEALTH LLP

TRUST BUT VERIFY

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