Bryce Jenkins (CRD# 6147398) is an Investment Advisor Representative working at Lpl Financial LLC in Charlevoix, MI and has over 10 years of experience in the finance industry. Bryce Jenkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2645924
Saxony Capital Management, LLC
CRD# 4799866
Huntington Financial Advisors
CRD# 2277394
Morgan Stanley
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | West Jordan, UT | Dec 2023 - Current | < 1 |
| Ashworth Wealth LLC | Salt Lake City, UT | May 2018 - Dec 2023 | 5 |
| Royal Alliance | Salt Lake City, UT | Apr 2018 - Dec 2023 | 5 |
| Ashworth & Empey Financial, LLC | Salt Lake City, UT | Apr 2018 - May 2018 | < 1 |
| Fidelity Investments | Salt Lake City, UT | Dec 2012 - Apr 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- MI
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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