Jennifer D. Odom

CHASTAIN WEALTH MANAGEMENT

Atlanta, GA

Some features on this profile are disabled

CRD#: 7492576

Professional summary

Jennifer Devine Odom, CFP®, who also goes by Jennifer Jane Devine, is a registered financial advisor currently at CHASTAIN WEALTH MANAGEMENT located in Atlanta, Georgia.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jennifer has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Jane Devine

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 Jennifer Devine Odom'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: 2017

Experience

Current

March 14, 2022 - Present

CHASTAIN WEALTH MANAGEMENT

RIA

CRD#: 285551

Atlanta, 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".

CHASTAIN WEALTH MANAGEMENT

CHASTAIN WEALTH MANAGEMENT | CHASTAIN WEALTH MANAGEMENT, LLC

CRD#: 285551 / SEC#: 801-132176

RIA

Registered Investment Advisory firm - (3/14/2025 Approved)

Georgia

Registered Investment Advisory firm - (4/11/2025 Terminated)

Washington

Registered Investment Advisory firm - (12/10/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(3/14/2022)

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

Current Firm

CHASTAIN WEALTH MANAGEMENT

CHASTAIN WEALTH MANAGEMENT | CHASTAIN WEALTH MANAGEMENT, LLC

CRD#: 285551 / SEC#: 801-132176

RIA

Registered Investment Advisory firm - (3/14/2025 Approved)

Georgia

Registered Investment Advisory firm - (4/11/2025 Terminated)

Washington

Registered Investment Advisory firm - (12/10/2021 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Atlanta, GA

Mailing Address

227 Sandy Springs Place Suite D-261, Sandy Springs, GA 30328

Phone number

(404) 736-1261

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHASTAIN WEALTH MANAGEMENT, LLC BROCHURE (4/30/2025)

Regulatory assets under management

Total Number of Accounts	278
AUM (Assets Under Management)	$ 118,500,000

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jennifer D. Odom

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Devine Odom's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHASTAIN WEALTH MANAGEMENT

Primary Firm SEC Registration

CHASTAIN WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

CHASTAIN WEALTH MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHASTAIN WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors