Stephen Jenkins (CRD# 4264149) is an Investment Advisor Representative working at Strategic Portfolio Solutions, LLC in Dallas, TX and has over 23 years of experience in the finance industry. Stephen 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# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Strategic Portfolio Solutions, LLC | Dallas, TX | Aug 2022 - Current | 1 |
Lake Tower Financial Management | Grapevine, TX | Feb 2020 - Current | 4 |
Horter Investment Management, LLC | Cincinnati, OH | Nov 2019 - Aug 2022 | 2 |
Purshe Kaplan Sterling Investments | Albany, NY | Oct 2017 - Jan 2020 | 2 |
Asset Preservation Group Inc. | Bedford, TX | Mar 2003 - Oct 2019 | 16 |
National Planning Corporation | Grapevine, TX | Nov 2008 - Sep 2017 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2000 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- TX
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Total Assets Under Management90MILLIONS
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Total Number of Accounts299ACCOUNTS
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Average Account Value$299,802
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, LA, NC, TX
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