Brian Andrew Jennings
Advisor at Omc Financial Services Ltd — Dewitt, NY
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
3 years
Location
Dewitt, NY 13214
Omc Financial Services Ltd
Supported
Total advisors
3Clients per advisor
90 HighAvg AUM per client
$1,221,118 HighHNW client ratio
38% HighBrian Jennings is a Series 65-licensed advisor at OMC Financial Services Ltd with three years of industry experience. He has previously worked at Greg Jennings LLC and was employed by the St. Louis Cardinals organization from 2016 to 2018. OMC Financial Services Ltd provides individualized investment management and financial planning services primarily on a discretionary basis to individuals, trusts, estates, corporations, and other business entities. The firm combines fundamental analysis with technical tools, manages approximately $328 million in discretionary assets, and operates with a three-advisor support team.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$250/hour
Account minimum: $100,000
Dewitt, NY
5789 Widewaters Parkway
Dewitt NY 13214
Advisors at this office
3
New York · Texas
3 years of industry experience
Greg Jennings LLC
2026 - Present • 1 year
Dewitt, NY
OMC Financial Services
2023 - Present • 3 years
Dewitt, NY
Greg Jennings LLC
2020 - 2026 • 6 years
Dewitt, NY
OMC Financial Services
2020 - 2022 • 2 years
Dewitt, NY
Unemployed
2018 - 2019 • 1 year
Camillus, NY
St.Louis Cardinals
2016 - 2018 • 2 years
St.Louis, MO
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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