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Craig Jeffrey Jennings

Safewater Investment Management LLC

Alpharetta, GA

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Current Employers
Safewater Investment Management Llc

Alpharetta, GA • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-11-03
  • GA RA
    APPROVED
    Since 2021-11-03

Branch Locations

Alpharetta, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America Inc. Vestavia Hls AL 04/2015 02/2020
Securities America Advisors Vestavia Hls AL 04/2015 02/2020
Kelley And Mullis Wealth Management Vestavia Hills AL 04/2015 02/2020
Nicholas Wealth Management Atlanta GA 02/2020 08/2021
World Equity Group, Inc. Arlington Heights IL 02/2020 09/2021
Jennings Financial Planning & Investments, Llc Alpharetta GA 09/2021 Present
  • 04/2015 → 02/2020
    Securities America Inc.
    Vestavia Hls, AL
  • 04/2015 → 02/2020
    Securities America Advisors
    Vestavia Hls, AL
  • 04/2015 → 02/2020
    Kelley And Mullis Wealth Management
    Vestavia Hills, AL
  • 02/2020 → 08/2021
    Nicholas Wealth Management
    Atlanta, GA
  • 02/2020 → 09/2021
    World Equity Group, Inc.
    Arlington Heights, IL
  • 09/2021 → Present
    Jennings Financial Planning & Investments, Llc
    Alpharetta, GA
Previous Registrations
  • 2020-02-14 → 2021-09-10
    Nicholas Wealth Management
    Marietta, GA
  • 2015-04-10 → 2020-02-04
    Securities America Advisors, Inc.
    Vestavia Hls, AL
  • 2014-11-13 → 2015-04-01
    Td Ameritrade, Inc.
    Birmingham, AL
  • 2014-11-13 → 2015-04-01
    Td Ameritrade Investment Management, Llc
    Birmingham, AL
Other Businesses

Licensed insurance agent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-12
  • S66 Uniform Combined State Law Examination
    2014-11-12
Other Names
  • Craig J Jennings

View on SEC IAPD

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