Christopher T. Jennings

TITLEIST ASSET MANAGEMENT

SCOTTSDALE, AZ

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CRD#: 6524291

Professional summary

Christopher Terrence Jennings, CFP®, who also goes by Chris Jennings, Christopher Jennings, is a registered financial advisor currently at TITLEIST ASSET MANAGEMENT, LLC located in Scottsdale, Arizona and TITLEIST CAPITAL, LLC located in San Antonio, Texas.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Christopher has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Aliases

Chris Jennings | Christopher Jennings

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.

TITLEIST CAPITAL, LLC SCOTTSDALE, AZ BROKER DEALER REGISTERED REPRESENTATIVE SINCE 07/2026 INVESTMENT RELATED TITLEIST ASSET MANAGEMENT, LLC SCOTTSDALE, AZ INVESTMENT ADVISERINVESTMENT ADVISER REPRESENTATIVE SINCE 07/2026 INVESTMENT RELATED HOMEOWNERS ASSOCIATION SCOTTSDALE, AZ BOARD MEMEBER SINCE 04/2022 NOT INVESTMENT RELATED INSURANCE LICENSED LIFE AND HEALTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Terrence Jennings'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

August 4, 2026 - Present

TITLEIST ASSET MANAGEMENT, LLC

RIA

CRD#: 323567

SCOTTSDALE, AZ

Current

July 31, 2026 - Present

TITLEIST CAPITAL, LLC

Office #1: 777 E. Sonterra Boulevard Suite 330, San Antonio, TX 78258

CRD#: 126136

SAN ANTONIO, TX

Past

November 6, 2025 - August 3, 2026

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

PHOENIX, AZ

Past

June 14, 2024 - November 7, 2025

OSAIC WEALTH, INC.

CRD#: 23131

PHOENIX, AZ

Past

October 12, 2022 - August 26, 2026

PFG ADVISORS

RIA

CRD#: 173344

PHOENIX, AZ

Past

October 7, 2022 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

PHOENIX, AZ

Past

May 11, 2018 - October 21, 2022

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

SCOTTSDALE, AZ

Past

August 12, 2016 - October 21, 2022

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

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".

TITLEIST ASSET MANAGEMENT, LLC

CRD#: 323567 / SEC#: 801-126953

RIA

Registered Investment Advisory firm - (11/25/2022 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(7/31/2026)

IAR

Arizona
(8/4/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/4/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/27/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/12/2016

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

TITLEIST ASSET MANAGEMENT, LLC

CRD#: 323567 / SEC#: 801-126953

RIA

Registered Investment Advisory firm - (11/25/2022 Approved)

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Contact information

Main Address

777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258

Mailing Address

Phone number

(210) 826-2424

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TITLEIST ASSET MANAGEMENT, LLC WRAP BROCHURE (11/5/2025)

TITLEIST ASSET MANAGEMENT, LLC ADV PART 2A (11/5/2025)

Regulatory assets under management

Total Number of Accounts	4,813
AUM (Assets Under Management)	$ 2,430,293,058

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.

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Advisor Monitoring

Firm Stability Insights

Christopher T. Jennings

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Terrence Jennings's CRS (Customer Relationship Summary).

Certified licenses

Experience

TITLEIST CAPITAL, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

OSAIC WEALTH, INC.

PFG ADVISORS

SECURITIES AMERICA, INC.

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

TITLEIST ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/4/2018

Series 63

Date: 9/27/2016

SIE

Date: 10/1/2018

Series 7

Date: 8/12/2016

FINRA

Current Firm

TITLEIST ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TITLEIST ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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