Retirement Plan Advisory


Joseph A. Jennings III, CFA
Managing Director

Mr. Jennings is a portfolio manager and director of the firm’s fixed income strategies. He has extensive experience in both municipal and taxable bond portfolio management for individual and institutional clients. His skill in guiding The Jamestown Tax-Exempt Virginia Fund was recognized with a Lipper Fund Award in 2009. Mr. Jennings previously worked for Crestar Bank and for Central Fidelity Bank as a Senior Vice President and portfolio manager. He holds a B.A. in Economics from the University of Virginia and an M.B.A. from the University of Richmond. Mr. Jennings has 32 years of investment experience.

T: 804.288.0404

E: Click to email Jay Jennings