Monica Y. Jennings

JENNINGS FINANCIAL PLANNING

HONOLULU, HI 96814

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CRD#: 4755445

Professional summary

Monica Yoshino Jennings, CFP® is a registered financial advisor currently at JENNINGS FINANCIAL PLANNING, INC. located in Honolulu, Hawaii.

Monica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Monica has worked at 1 firm and has passed the Series 65 exam.

Biography

You deserve the opportunity to have a satisfying financial planning experience, one that allows you to approach the process with a confident vision. That kind of confidence is often largely based on knowledge and clarity about your options. Offering guidance and education are, therefore, key aspects of the process we use.
JFP is a member of the BAM ALLIANCE, a destination of ideas, insights and intelligence that enables you to make better decisions about your future.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Investment Planning

Retirement Planning

Do you have an area of expertise or specialization?

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

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 Monica Yoshino Jennings's 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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

April 6, 2004 - Present

JENNINGS FINANCIAL PLANNING, INC.

Office #1: 615 Piikoi Street Suite 1507, Honolulu, HI 96814

RIA

CRD#: 129430

HONOLULU, HI

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

Hawaii
(4/6/2004)

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: 10/13/2003

Uniform Investment Adviser Law Examination

Current Firm

JENNINGS FINANCIAL PLANNING, INC.

CRD#: 129430 / SEC#:

Hawaii

Registered Investment Advisory firm - (4/1/2004 Approved)

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Contact information

Main Address

1314 S King St Suite 851, Honolulu, HI 96814

Mailing Address

Phone number

(808) 792-0088

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	70
AUM (Assets Under Management)	$ 31,406,297

Red Flags

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Contact information

(xxx) xxx-xxxx

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Monica Y. Jennings

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Monica Yoshino Jennings's CRS (Customer Relationship Summary).

Certified licenses

Experience

JENNINGS FINANCIAL PLANNING, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/13/2003

Current Firm

JENNINGS FINANCIAL PLANNING, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JENNINGS FINANCIAL PLANNING, INC.

TRUST BUT VERIFY

Contact information

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