David Jennings

Senior Vice President / Wealth Management, Financial Advisor at Janney Montgomery Scott LLC

Role
Senior Vice President Wealth Management, Financial Advisor at Janney Montgomery Scott LLC
Location
Richmond, VA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About David Jennings

David Jennings is a Financial Advisor and Senior Vice President/ Wealth Management with Janney Montgomery Scott in Richmond, Virginia. David is a graduate of Washington & Lee University in Lexington, VA, and focuses on assisting high net worth families and business owners in fulfilling their financial goals and objectives. In an age of robotic advice and pre-packaged investment models, David likes to understand each individual client’s set of circumstances and goals, prior to making any recommendations. Portfolio construction, planning, and advice are customized to each client, with the overall goal to help clients achieve their desired results with the least amount of risk possible. David focuses on people, not products, and will explore every resource to solve a problem or find a solution. David, fellow Financial Advisor Robby McKetta and Private Client Associates Kristina Weaver and Stephanie Wiseman together form Jennings McKetta Wealth Management. They team has over 77 years of collective experience in the industry and have worked together at both Merrill Lynch and Janney. David has been named to Janney’s President’s Club and Masters Club and is a regular attendee at The Janney Elite Financial Advisor conference in Philadelphia. David has also been nationally recognized by AdvisorHub as one of the \"200 Fastest Growing Advisors to Watch \" and by Forbes Magazine as a 2024 and 2025 Best-In-State Wealth Advisor.For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Experience

  1. Senior Vice President Wealth Management, Financial Advisor

    Janney Montgomery Scott LLC

    Mar 2017 — Present · Richmond, VA, US

Education

  • Washington and Lee University

    Bachelor's Degree

    1992 — 1996

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David Jennings — Senior Vice President Wealth Management, Financial Advisor at Janney Montgomery Scott LLC in Richmond, VA, US | Unifers