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Gregory Welles Jennings

Investment Adviser Representative at OMC FINANCIAL SERVICES LTD

Dewitt, NYCRD #2169365Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Gregory Welles Jennings has worked in the securities industry since 2021. They are registered to provide investment advisory services in New York.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
New York
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/24/2000
Series 63
Uniform Securities Agent State Law Examination
Passed 9/6/1991
Series 7
General Securities Representative Examination
Passed 4/15/1994
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/6/1991

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Asset tierAnnual rate
$500,000 and under1.25%
$500,001 - $1,000,0001.00%
$1,000,001 - $2,000,0000.75%
$2,000,001 and Above0.50%
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

OMC Financial Services Ltd Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

GREG JENNINGS, LLCCurrent
5/20/2026Dewitt, NY
OMC FINANCIAL SERVICES LTDCurrent
8/6/2021Dewitt, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at OMC FINANCIAL SERVICES LTD

2 other advisors in the directory

View OMC FINANCIAL SERVICES LTD firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gregory Welles Jennings has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Gregory Welles Jennings - Financial Advisor in Dewitt, NY | AdvisorFinder