Jeffrey Stenhouse (CRD# 7361248) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Charleston, WV and has over 3 years of experience in the finance industry.
CRD# 3212745
Truist Advisory Services, Inc.
CRD# 4543380
Cetera Investment Advisers LLC
CRD# 2692914
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mckinley Carter Wealth Services, Inc. | Charleston, WV | Mar 2021 - Current | 3 |
| Unemployed | Clendenin, WV | Feb 2021 - Feb 2021 | < 1 |
| Ellis Insurance Agency | Charleston, WV | Jan 2020 - Feb 2021 | 1 |
| It Solutions LLC | South Charleston, WV | Dec 2019 - Jan 2020 | < 1 |
| Unemployed | Clendenin, WV | Jun 2019 - Dec 2019 | < 1 |
| Boone County Schools | Madison, WV | Aug 2018 - May 2019 | < 1 |
| Education Alliance Wv | Charleston, WV | May 2018 - Aug 2018 | < 1 |
| University Of Charleston | Charleston, WV | Aug 2014 - May 2018 | 3 |
| Chemist Warehouse | Rockhampton, | Jun 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- TX
- WV
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Total Assets Under Management2,261MILLIONS
-
Total Number of Accounts5,211ACCOUNTS
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Average Account Value$433,889
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV
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