Clear Investment Research, LLC

Overview

Clear Investment Research, LLC is an SEC registered investment adviser based in Alpharetta, GA, registered since 2014. It reports $4.2B in assets under management across 277 accounts, with 5 employees. It has 3 investment adviser representatives.

Reported AUM

$4.2B

Discretionary

6%

Accounts

277

Average account

$15.1M

Employees

5

Advisory reps

3

Registered since

2014

Jurisdictions

4

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Joseph Brian Jennings Principal, Chief Compliance Officer CRD 2129130

Advisory reps 3 of 3

• Cody Patrick Jennings Insurance Agent · Investment Adviser Rep CRD 6685094
• Joseph Brian Jennings Investment Adviser Rep CRD 2129130
• Tyler Adam Jennings Investment Adviser Rep CRD 6485656

Location

Headquarters

284 S Main St Ste 900
Alpharetta, GA 30009

County

Fulton

Metro area

Atlanta-Sandy Springs-Alpharetta, GA

Region

South

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: clearinvestmentresearch.com

Every state, with registration dates

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