The Jentner Corporation (Akron)

Name: The Jentner Corporation
Address: 3677 Embassy Parkway, Akron, OH, 44333
Telephone: 330-668-1000

The Jentner Corporation is a large advisory firm based in Akron. It manages $345.31 million of regulatory assets for 809 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, New Hampshire, North Carolina, and Ohio.

The Jentner Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Jentner Corporation: assets under management

The assets under management (AUM) of The Jentner Corporation is $345.31 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 581% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $345.31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $426.83 thousand each.

The Jentner Corporation has custody of $193.14 million in cash and securities for 191 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 93% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio. Investments in exchange traded securities form 2% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Jentner Corporation for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bruce Alan Jentner serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Bruce Alan Jentner is high net worth individuals with 119 clients and $260.36 million of assets under management. Among the 14 most similar advisory firms, The Jentner Corporation has the 5th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $327.48 million for 269 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

The Jentner Corporation doesn't advise any private funds.

Careers at The Jentner Corporation

The company employs 10 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Bruce Alan Jentner has been acting as President since 1 Oct 1984. Seth Michael Jentner joined the executive team most recently as the Vice President, Chief Operating Officer And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bruce Alan Jentner	President/chief compliance officer	1 Oct 1984	75% - 100%	1006223
Bonnie Jentner	Corporate secretary	1 Oct 1984	Other	5316372
Bruce A. Jentner Family Trust	Owner	1 Oct 1984	75% - 100%	xxx-xx-xxxx
Martin Alan Weisberg	Vice-president	1 Jan 1997	Other	1123583
Seth Michael Jentner	Vice president, chief operating officer and chief compliance officer	1 Jul 2018	Other	6054000
Daniel Joseph Bloom	Vice president, chief administrative officer and secretary	1 Jul 2018	Other	2932629
Matthew Ryan Jentner	Vice president, chief financial officer and treasurer	1 Jul 2018	Other	6053938

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Bruce Alan Jentner	Trustee	1 Nov 1981	Other	1006223

Based in Akron

The principal office where The Jentner Corporation performs its advisory services is located at 3677 Embassy Parkway, Akron, OH 44333, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 330-668-1000 or by fax 330-668-1006. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at jentner.com.