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COO · Financial Gravity Family Office Services, LLC

Jennifer Winters

CRD 2446588 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Financial Gravity Family Office Services, LLC, an SEC-registered wealth manager based in Lakeway, TX with $590 million in regulatory assets, lists Jennifer Winters on its Form ADV as COO, a control person. The SEC filings also name Jennifer at 1 other registered adviser.

Firms and roles

AtlasMembers

Jennifer’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Scott C. WintersCeo/chairman of the Board, Financial Gravity Family Office Services, LLC
  • Kaili E. WintersChief Compliance Officer, Financial Gravity Family Office Services, LLC
  • Ashley BaucumChief Administrative Officer, Financial Gravity Family Office Services, LLC
  • William R. NelsonCIO, Financial Gravity Asset Management, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jennifer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.