Ryan Matthew Jennings
Investment adviser representative at Sowell Management
7 yearsExperience
1 stateRegistered in
$4.8BFirm assets
21 yearsFirm in business
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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
Experience
7 years in the industry.
- Sowell ManagementOct 2016 to now
- North Star Wealth Management, LLCJan 2013 to now
- Tcg Advisors, LPMay 2017 to Sep 2019
- Sowell Financial Services, LLCSep 2016 to Apr 2017
- Concert Wealth Management, Inc.Jun 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Sowell Management
Legal name: Sowell Financial Services, LLC
$4.8BAssets managed
6,624Clients
102Advisers
21 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
- 5653714
- Firm CRD
- 127145