Jenny G. Fleming
AVIDIAN WEALTH SOLUTIONS
AUSTIN, TX 78746
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CRD#: 5149037
Professional summary
Jenny Gipson Fleming, CFP®, who also goes by Jenny Gipson Correa, Jenny Lynn Gipson, is a registered financial advisor currently at AVIDIAN WEALTH SOLUTIONS located in Austin, Texas.
Jenny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jenny has worked at 3 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jenny Gipson Correa | Jenny Lynn Gipson
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.
Jenny Fleming serves as the managing member of Equistar Wealth Management, LLC which was formed in 2008. Equistar was previously registered as an Investment Advisory Firm. As of 05/15/2024 Equistar will no longer conduct investment-related business. This entity will serve as a personal LLC for consulting purposes as well as to wind down the non-investment / business activities associated with Equistar. Any investment-related advice provided by Jenny Fleming will be conducted through Avidian Wealth Solutions, LLC. Business Address: 3103 Bee Caves Road, Suite 238, Austin, TX 798746 Jenny Fleming devotes approximately 12 hours a month to Equistar, during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jenny Gipson Fleming'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®
Start date: 2005
Experience
Current
May 21, 2024 - Present
AVIDIAN WEALTH SOLUTIONS
Office #1: 3103 Bee Caves Rd Suite 238, Austin, TX 78746RIA
CRD#: 127186
AUSTIN, TX
Past
October 6, 2008 - May 24, 2024
EQUISTAR WEALTH MANAGEMENT LLC
RIA
CRD#: 148445
AUSTIN, TX
Past
May 18, 2006 - September 8, 2008
AUSTIN ASSET
RIA
CRD#: 105441
AUSTIN, 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".
AW
AVIDIAN WEALTH SOLUTIONS
AVIDIAN WEALTH ENTERPRISES, LLC | STREETTALK ADVISORS, L.L.C. | STA WEALTH MANAGEMENT, LLC | STA WEALTH MANAGEMENT | STA WEALTH ADVISORS LLC | AVIDIAN WEALTH SOLUTIONS, LLC | AVIDIAN WEALTH SOLUTIONS
CRD#: 127186 / SEC#: 801-64386
RIA
Registered Investment Advisory firm - (5/19/2005 Approved)Texas
Registered Investment Advisory firm - (6/2/2005 Terminated)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(5/21/2024)
Exams
Current Firm
AW
AVIDIAN WEALTH SOLUTIONS
AVIDIAN WEALTH ENTERPRISES, LLC | STREETTALK ADVISORS, L.L.C. | STA WEALTH MANAGEMENT, LLC | STA WEALTH MANAGEMENT | STA WEALTH ADVISORS LLC | AVIDIAN WEALTH SOLUTIONS, LLC | AVIDIAN WEALTH SOLUTIONS
CRD#: 127186 / SEC#: 801-64386
RIA
Registered Investment Advisory firm - (5/19/2005 Approved)Texas
Registered Investment Advisory firm - (6/2/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
800 Town & Country Blvd Ste 410 And Ste 220, Houston, TX 77024
Mailing Address
Phone number
(281) 822-8800
Established
Firm type
Fiscal year end
# of Employees
51
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,742 |
| AUM (Assets Under Management) | $ 3,994,927,750 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2025 | ||
| 01/02/2025 | ||
| 09/27/2024 | ||
| 01/31/2024 | ||
| 01/29/2024 |
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.
