Cody Jennings
Clear Investment Research · Alpharetta, Georgia
Cody Jennings is a fee-only financial advisor at Clear Investment Research in Alpharetta, Georgia. Cody focuses on retirement planning, tax planning and estate & legacy planning. Clear Investment Research reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Clear Investment Research |
|---|---|
| Based in | Alpharetta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.19B across 277 accounts |
| SEC registration | Investment adviser representative in GA · CRD 6685094 |
| Exams passed | Series 65 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | clearinvestmentresearch.com |
| Profile |
How Cody's firm compares
- Clear Investment Research's average account is about $15.1 million, from its Form ADV (assets managed divided by 277 accounts).
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Questions about Cody
Is Cody Jennings a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cody holds no broker registration, and Clear Investment Research reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cody charge for financial advice?
Cody's firm, Clear Investment Research, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cody Jennings based?
Cody Jennings is based in Alpharetta, Georgia.
What does Cody specialize in?
Cody's specialties include retirement planning, tax planning and estate & legacy planning.
Is Cody Jennings registered with the SEC?
Yes. Cody Jennings is registered as an investment adviser representative in GA (CRD 6685094), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clear Investment Research manage?
Clear Investment Research reports $4.19B across 277 accounts in assets under management.
How do I contact Cody Jennings?
Through Cody's website, clearinvestmentresearch.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Clear Investment Research website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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