Jennifer Winters is a control person of Financial Gravity Family Office Services and directly owns under 5% of it.
Financial Gravity Family Office Services is an investment adviser based in Lakeway, TX, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and insurance companies. Its regulatory assets under management total $590 million, as filed on 12 January 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 2446588
- Firm
- Financial Gravity Family Office Services · CRD 316024
- Role
- COO
- In role since
- August 2021 · 5 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Lakeway, TX
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Jennifer Winters work?
Jennifer Winters has been COO of Financial Gravity Family Office Services, LLC since August 2021, and is a control person of the firm.
How can I verify Jennifer Winters’ record?
Jennifer Winters’ role is listed on Financial Gravity Family Office Services, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 316024.