Gregory Jennings

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About Gregory Jennings

Gregory W. Jennings has been associated with OMC Financial Services, Ltd., an independent, fee-only Registered Investment Advisory (RIA) firm, since 1994. He specializes in investment management, estate planning, and retirement planning/ counseling for individuals, families, small business owners and trusts.

Greg actively manages his clients' portfolios and is responsible for research, asset selection, purchases and sales, monitoring and evaluation. He meets with each client personally, conducts regular reviews and strives to form long-lasting relationships. He is also actively involved in many of the day-to-day operations of OMC including marketing, business development, determining the firm's corporate strategy and developing/ adjusting the firm's management style and investment philosophy.

Greg has been a guest on WCNY's Financial Fitness, WSTM's Noon Financial 411 and News 10 Now discussing retirement planning, investments and other financial topics. He has conducted seminars for current and displaced employees of several local companies and has also addressed schools, churches, and civic groups on various investment and retirement planning topics. He has written several articles for publication in the Central New York Business Journal and has also been published in the Eagle Newspapers.

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General Information

Firm Start Year

1982

No. of Employees

CRD#

2169365

Firm CRD#

110528

Name of Custodial Firm

Charles Schwab & Co.

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Trusts, Business Owners, Individual Investors

Advisory Services Provided

Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Financial Advice & Consulting

Compliance

Investment Advisor Representative

Qualifications & Membership

Securities Licenses

Series 6, Series 7, Series 63, Series 66

Firm Information

Assets Managed by Firm

$210,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Education

B.S. -

Cornell University

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1815519/paladinregistry-OMC-Financial-Services,-Ltd.-detailed-disclosure.html

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Paladin Research Report For:

OMC Financial Services, Ltd.