Joseph Brian Jennings
Investment adviser representative at Clear Investment Research, LLC
2 statesRegistered in
$4.2BFirm assets
12 yearsFirm in business
2Exams passed
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
No employment history in this record.
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (GA, SC).
Clear Investment Research, LLC
$4.2BAssets managed
132Clients
3Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2129130
- Firm CRD
- 172685