Cody P. Jennings

CLEAR INVESTMENT RESEARCH

ALPHARETTA, GA 30009

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CRD#: 6685094

Professional summary

Cody Patrick Jennings, AIF®, CFP® is a registered financial advisor currently at CLEAR INVESTMENT RESEARCH, LLC located in Alpharetta, Georgia.

Cody is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Cody has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Cody Patrick 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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

October 4, 2016 - Present

CLEAR INVESTMENT RESEARCH, LLC

Office #1: 284 S. Main Street Suite 900, Alpharetta, GA 30009

RIA

CRD#: 172685

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".

CLEAR INVESTMENT RESEARCH, LLC

CRD#: 172685 / SEC#: 801-80259

RIA

Registered Investment Advisory firm - (9/5/2014 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
(10/4/2016)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/28/2016

Uniform Investment Adviser Law Examination

Current Firm

CLEAR INVESTMENT RESEARCH, LLC

CRD#: 172685 / SEC#: 801-80259

RIA

Registered Investment Advisory firm - (9/5/2014 Approved)

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Contact information

Main Address

284 S. Main Street Suite 900, Alpharetta, GA 30009

Mailing Address

Phone number

(678) 293-8667

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLEAR INVESTMENT RESEARCH ADV PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	277
AUM (Assets Under Management)	$ 4,662,741,651

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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Cody P. Jennings

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cody Patrick Jennings's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEAR INVESTMENT RESEARCH, LLC

Primary Firm SEC Registration

CLEAR INVESTMENT RESEARCH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/28/2016

Current Firm

CLEAR INVESTMENT RESEARCH, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLEAR INVESTMENT RESEARCH, LLC

TRUST BUT VERIFY

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