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JV

Jennelle B. Vestal

CRESCENT GROVE ADVISORS
Atlanta, GA 30326
Some features on this profile are disabled
CRD#: 5087362
JV

Professional summary

Jennelle Brooke Vestal, who also goes by Brooke Vestal, Janel Brooke Vestal, is a registered financial advisor currently at CRESCENT GROVE ADVISORS located in Atlanta, Georgia.

Jennelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jennelle has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brooke Vestal | Janel Brooke Vestal

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 Jennelle Brooke Vestal'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

December 21, 2023 - Present

CRESCENT GROVE ADVISORS

Office #1: 3290 Northside Parkway Nw Suite 610, Atlanta, GA 30326
RIA
CRD#: 170912
Atlanta, GA
Past

May 20, 2013 - July 6, 2023

MORGAN STANLEY

RIA
CRD#: 149777
ATLANTA, GA
Past

May 20, 2013 - July 6, 2023

MORGAN STANLEY

BD
CRD#: 149777
ATLANTA, GA
Past

April 4, 2011 - April 18, 2013

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
ATLANTA, GA
Past

March 31, 2011 - April 18, 2013

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
ATLANTA, GA
Past

November 5, 2009 - April 4, 2011

MORGAN STANLEY

RIA
CRD#: 149777
ATLANTA, GA
Past

November 3, 2009 - April 4, 2011

MORGAN STANLEY

BD
CRD#: 149777
ATLANTA, GA
Past

September 11, 2008 - March 18, 2009

STANFORD GROUP COMPANY

RIA
CRD#: 39285
ATLANTA, GA
Past

September 5, 2008 - March 18, 2009

STANFORD GROUP COMPANY

BD
CRD#: 39285
ATLANTA, GA
Past

August 3, 2007 - September 4, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MARIETTA, GA
Past

August 3, 2007 - September 4, 2008

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MARIETTA, GA
Past

August 23, 2006 - May 15, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
ALPHARETTA, GA
Past

June 2, 2006 - May 15, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
ALPHARETTA, GA

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".
CG
CRESCENT GROVE ADVISORS
CARRIE ADVISORS, LLC | CRESCENT GROVE ADVISORS, LLC | CRESCENT GROVE ADVISORS

CRD#: 170912 / SEC#: 801-79577

RIA
Registered Investment Advisory firm - (4/17/2014 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
(12/21/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/21/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 1/25/2010
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 6/1/2006
General Securities Representative Examination

Current Firm

CG
CRESCENT GROVE ADVISORS
CARRIE ADVISORS, LLC | CRESCENT GROVE ADVISORS, LLC | CRESCENT GROVE ADVISORS

CRD#: 170912 / SEC#: 801-79577

RIA
Registered Investment Advisory firm - (4/17/2014 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
100 South Saunders Road Suite 210, Lake Forest, IL 60045
Mailing Address
Phone number
(847) 752-0292
Established
Firm type
Fiscal year end
# of Employees
34

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CRESCENT GROVE ADVISORS ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts381
AUM (Assets Under Management)$ 4,996,271,684

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.

Company Information

CRESCENT GROVE ADVISORS

CRD#: 170912Atlanta, GA 30326

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