Craig J. Jennings
Professional summary
Craig Jeffrey Jennings, who also goes by Craig J Jennings, is a registered financial advisor currently at SAFEWATER INVESTMENT MANAGEMENT LLC located in Atlanta, Georgia.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Craig has worked at 7 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Craig Jeffrey Jennings's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 3, 2021 - Present
SAFEWATER INVESTMENT MANAGEMENT LLC
Office #1: 300 Peachtree St Ne Ste Cs2 Pmb 1080, Atlanta, GA 30308March 2, 2020 - September 8, 2021
WORLD EQUITY GROUP, INC.
February 14, 2020 - September 10, 2021
NICHOLAS WEALTH MANAGEMENT
April 10, 2015 - February 4, 2020
SECURITIES AMERICA ADVISORS, INC.
April 10, 2015 - February 4, 2020
SECURITIES AMERICA, INC.
November 13, 2014 - April 1, 2015
TD AMERITRADE, INC.
November 13, 2014 - April 1, 2015
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
September 26, 2014 - April 1, 2015
TD AMERITRADE, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/3/2021)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
SAFEWATER INVESTMENT MANAGEMENT LLC
CRD#: 316571 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 172 |
| AUM (Assets Under Management) | $ 26,850,000 |
Red Flags
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