Brian Jennings has been an investment adviser representative at Greg Jennings since May 2026, and is not listed among the firm’s executive officers or direct owners.
Greg Jennings, LLC is a Dewitt, NY firm with $183M under management, 168 clients and 2 advisers in one office, as of its October 2026 filing.
Brian Jennings’ longest registration is the current one, 3 years at Omc Financial Services LTD since 2023.
- Ives Hill Wealth ManagementCurrent– present · under a yearDewitt, NY · Adviser representative · Firm CRD 341031
- Omc Financial Services LTDAlso current– present · 3 yearsDewitt, NY · Adviser representative · Firm CRD 110528
Investment adviser representative registrations
Brian Jennings is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2023; the most recent is Texas, in May 2026.
- New YorkSince 30 January 2023
- TexasResidentSince 26 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 October 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brian Andrew Jennings
- CRD
- 7689738
- Firm
- Greg Jennings · CRD 341031
- Office
- 5789 WIDEWATERS PARKWAY, Dewitt, NY 13214
- Registration
- Investment adviser registration
- In the industry since
- January 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Brian Jennings work?
Brian Jennings is an investment adviser representative registered through Greg Jennings, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Brian Jennings a financial advisor?
Yes. Brian Jennings has a current investment-adviser registration in New York and Texas, through Greg Jennings since May 2026.
How many years of experience does Brian Jennings have?
Brian Jennings has 3 years in the financial industry, since January 2023, across 2 adviser firms.
What exams has Brian Jennings passed?
Brian Jennings passed the Series 65 in October 2022.
Where is Brian Jennings based?
Brian Jennings’ registered office is in Dewitt, NY.
Is Brian Jennings registered with FINRA?
No. Brian Jennings has no current broker registration.
How can I verify Brian Jennings’ record?
Search CRD 7689738 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Jennings’ full registration record.
- James CullenChief Compliance Officer
- Gregory JenningsManaging Member