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Reed, Jr., Robert Jenning (Covington)


Reed, Jr., Robert Jenning is a large advisory firm based in Covington. It manages $29.65 million of regulatory assets for 104 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Louisiana and Mississippi.




Reed, Jr., Robert Jenning provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Reed, Jr., Robert Jenning: assets under management

The assets under management (AUM) of Reed, Jr., Robert Jenning is $29.65 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $26.65 million in discretionary accounts and $3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $269.19 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $600 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Reed, Jr., Robert Jenning for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Covington

The principal office where Reed, Jr., Robert Jenning performs its advisory services is located at 321 N. Vermont Street, Covington, LA 70433 The mailing address of the firm is P. O. Box 3730, Covington, LA 70437 3730. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 985-898-0450 or by fax 985-898-6366. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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