Jena C. Posey
Professional summary
Jena Corrin Posey MRS., who also goes by Jena Posey, is a registered financial advisor currently at HEMMING& WEALTH MANAGEMENT, INC. located in Traverse City, Michigan.
Jena is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jena has worked at 2 firms and has passed the Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jena Corrin Posey MRS.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
September 18, 2023 - Present
HEMMING& WEALTH MANAGEMENT, INC.
Office #1: 600 E. Front Street Suite 201, Traverse City, MI 49686December 3, 2014 - September 21, 2015
OSAIC SERVICES, INC.
Primary Firm SEC Registration
HEMMING& WEALTH MANAGEMENT, INC.
CRD#: 300918 / SEC#: 801-114962
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/18/2023)
Exams
Current Firm
HEMMING& WEALTH MANAGEMENT, INC.
CRD#: 300918 / SEC#: 801-114962
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,525 |
| AUM (Assets Under Management) | $ 253,122,835 |
Red Flags
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Company Information
HEMMING& WEALTH MANAGEMENT, INC.
CRD#: 300918Traverse City, MI 49686TRUST BUT VERIFY
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