Joseph Jennings
Clear Investment Research · Alpharetta, Georgia
Joseph Jennings is a fee-only financial advisor at Clear Investment Research in Alpharetta, Georgia. Joseph 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, SC · CRD 2129130 |
| Exams passed | Series 63 (1997) · Series 66 (2004) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | clearinvestmentresearch.com |
How Joseph'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 Joseph
Is Joseph Jennings a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph 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 Joseph charge for financial advice?
Joseph's firm, Clear Investment Research, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Jennings based?
Joseph Jennings is based in Alpharetta, Georgia.
What does Joseph specialize in?
Joseph's specialties include retirement planning, tax planning and estate & legacy planning.
Is Joseph Jennings registered with the SEC?
Yes. Joseph Jennings is registered as an investment adviser representative in GA and SC (CRD 2129130), 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 Joseph Jennings?
Through Joseph'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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