Gregory Jennings has been Managing Member of Greg Jennings since February 2026, is a control person of the firm and directly owns 75% or more of it.
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.
Gregory Jennings’ longest registration is the current one, 5 years at Omc Financial Services LTD since 2021.
- Ives Hill Wealth ManagementCurrent– present · under a yearDewitt, NY · Adviser representative · Firm CRD 341031
- Omc Financial Services LTDAlso current– present · 5 yearsDewitt, NY · Adviser representative · Firm CRD 110528
Investment adviser representative registrations
Gregory Jennings is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in August 2021.
- New YorkSince 6 August 2021
- TexasResidentSince 10 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 24 April 2000 |
| Series 7 | General Securities Representative Examination | 15 April 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 September 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 September 1991 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Gregory Welles Jennings
- CRD
- 2169365
- Firm
- Greg Jennings · CRD 341031
- Role
- Managing Member
- Office
- 5789 WIDEWATERS PARKWAY, Dewitt, NY 13214
- Registration
- Investment adviser registration
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Gregory Jennings work?
Gregory Jennings has been Managing Member of Greg Jennings, LLC since February 2026, and is a control person of the firm.
Is Gregory Jennings a financial advisor?
Yes. Gregory Jennings has a current investment-adviser registration in New York and Texas, through Greg Jennings since May 2026.
How many years of experience does Gregory Jennings have?
Gregory Jennings has 5 years in the financial industry, since August 2021, across 2 adviser firms.
What exams has Gregory Jennings passed?
Gregory Jennings has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 66. The earliest, the Series 63, was passed in September 1991.
Where is Gregory Jennings based?
Gregory Jennings’ registered office is in Dewitt, NY.
Is Gregory Jennings registered with FINRA?
No. Gregory Jennings has no current broker registration.
How can I verify Gregory Jennings’ record?
Search CRD 2169365 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Jennings’ full registration record.
- James CullenChief Compliance Officer