Dossie Jennings
Investment adviser representative at Compass Wealth
12 yearsExperience
1 stateRegistered in
$111.9MFirm assets
4 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Compass WealthAug 2026 to now
- Nylife Securities LLCMar 2025 to May 2026
- New York Life Insurance CompanyNov 2024 to May 2026
- Shiny Nickels & DimesJan 2020 to Nov 2024
- Edward JonesDec 2016 to Jan 2020
- Bjc HealthcareJan 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
Compass Wealth
Legal name: Compass Retirement Group LLC
$111.9MAssets managed
766Clients
7Advisers
4 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
- 5762888
- Firm CRD
- 282420