CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
186 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
186 advisors
Number of Clients
8,760 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$25.8B
Fee Structure
Fees are charged for investment advisory services, but the specific rates are not provided in a structured table. Wealthspire also offers financial planning services. Certain employees may serve as trustees for clients' trusts, subject to a separate fee. They may recommend clients roll over retirement plan assets into an IRA, which would then be subject to their advisory fee.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingInsurance Planning
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Advisor Information
Office location
521 Fifth Avenue, 15th Floor, New York, NY, 10175
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Christopher James JenningsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2015Other Business Activities
Christopher is a New York State Notary Public in Westchester County since 2016. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Wealthspire Advisors
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Wealthspire Advisors
August 2021 - November 2023 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2016 - November 2016 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
May 2016 - November 2016 · 6 mos
J.P. Morgan Securities LLC
October 2014 - November 2015 · 1 yr 1 mo
J.P. Morgan Securities LLC Broker
October 2014 - November 2015 · 1 yr 1 mo
UBS Financial Services INC.
June 2014 - August 2014 · 2 mos
UBS Financial Services INC. Broker
May 2014 - August 2014 · 3 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.
Additional Information
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