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JC

Jenny M. Clark

CLARK PLANNING & INVESTMENT ADVISORY
Birmingham, AL 35242
Some features on this profile are disabled
CRD#: 7303457
JC

Professional summary

Jenny Marie Clark, who also goes by Jenny Clark Scott, is a registered financial advisor currently at CLARK PLANNING & INVESTMENT ADVISORY located in Birmingham, Alabama.

Jenny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jenny has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jenny Clark Scott

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 Jenny Marie Clark'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®
None

Experience

Current

January 26, 2026 - Present

CLARK PLANNING & INVESTMENT ADVISORY

Office #1: 1900 Providence Park Suite 200, Birmingham, AL 35242
RIA
CRD#: 123020
Birmingham, AL
Past

November 3, 2022 - December 31, 2025

CLARK PLANNING & INVESTMENT ADVISORY

RIA
CRD#: 123020
BIRMINGHAM, AL

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
Alabama
(1/26/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/3/2022
Uniform Investment Adviser Law Examination

Current Firm

CP
CLARK PLANNING & INVESTMENT ADVISORY
CLARK PLANNING & INVESTMENT ADVISORY | CLARK, GARY WILLARD

CRD#: 123020 / SEC#:

Alabama
Registered Investment Advisory firm - (1/26/2026 Approved)
Texas
Registered Investment Advisory firm - (10/27/2015 Terminated)
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Contact information

Main Address
1900 Providence Park Suite 200, Birmingham, AL 35242
Mailing Address
Phone number
(205) 981-1120
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts115
AUM (Assets Under Management)$ 10,663,289

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.

Company Information

CLARK PLANNING & INVESTMENT ADVISORY

CRD#: 123020Birmingham, AL 35242

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