Rob Jennis is an experienced financial professional at our firm.
Business Philosophy
Our goal is to provide families and business owners with assistance in building their financial freedom. We have the skills, knowledge and experience required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client.
Qualifications
- 20 Years in Financial Industry
- New England Financial Hall of Fame Member
- Registered Representative of Cetera Advisor Networks LLC
Individual Products and Services
- Mutual Funds
- Fixed and Variable Annuities
- Long Term Care Insurance
- Charitable & Estate Conservation Strategies
- Education Funding Strategies
- IRA Consolidation/401(k) & 403(b) Rollovers
- Lump Sum Pension Distribution Strategies
- Asset Allocation Strategies
- Term, Whole, and Universal Life Insurance
Personal
- Wife - Renee'
- Children - Sabrina, Ryan and Nick
- Resident of Julington Creek Plantation in St Johns, Florida
- Organizations:
- St Francis Homeless Shelter St Augustine, Florida
- St Johns County Special Olympics
- Football/Lacrosse Coach at Bartram Trail High School
Business Products and Services
- Business Succession Strategies
- Retirement Funding Alternatives
- Executive & Employee Benefit Plans
- Tax Sheltered Annuities
- Pension Payout Alternatives
- Pension Transfer/Rollovers
- 401(k) & 403(b) Plans
- Group Variable Universal Life Insurance
- Group Disability Insurance
Ready to learn more about how Rob can help you as a Financial Professional? Contact him today at 904-746-0556 or fill out our contact form.