Daniel Jennings
Investment adviser representative at G&h Investments
10 yearsExperience
1 stateRegistered in
CFADesignation
$576MFirm assets
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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
10 years in the industry.
- G&h InvestmentsFeb 2024 to now
- Gross & Hartman Investments LLCJul 2023 to now
- Conestoga Wood SpecialtiesSep 2021 to Jul 2023
- BNY MellonSep 2017 to Sep 2021
- Randstad USAJun 2016 to Jul 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
G&h Investments
Legal name: Gross & Hartman Investments, LLC
$576MAssets managed
136Clients
3Advisers
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
- 6671591
- Firm CRD
- 317722