Steven Jenkins (CRD# 6629523) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 7 years of experience in the finance industry.
CRD# 6678578
J.p. Morgan Securities LLC
CRD# 4722177
Stifel, Nicolaus & Company, Incorporated
CRD# 4234153
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Houston, TX | Sep 2023 - Current | < 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Houston, TX | Sep 2023 - Current | < 1 |
| Re/max Commercial Advisors Group | Spring, TX | Jun 2022 - Sep 2023 | 1 |
| Logistic Valuation | Houston, TX | May 2021 - Jun 2022 | 1 |
| Angi Homeservices, Inc. | Houston, TX | Mar 2021 - Apr 2021 | < 1 |
| Burnett Companies Consolidated | Houston, TX | Jan 2021 - Mar 2021 | < 1 |
| Selectquote, Inc. | Houston, TX | Aug 2020 - Nov 2020 | < 1 |
| Wells Fargo Bank, Na | Missouri City, TX | Feb 2020 - Aug 2020 | < 1 |
| Well Fargo Clearing Services, LLC | Missouri City, TX | Feb 2020 - Aug 2020 | < 1 |
| First America Homes | Houston, TX | Jul 2019 - Jan 2020 | < 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Lewisville, TX | Apr 2016 - Jun 2019 | 3 |
| Tiaa | Lewisville, TX | Apr 2016 - Jun 2019 | 3 |
| Redfin Corporation | Houston, TX | Sep 2014 - Apr 2016 | 1 |
| Kelsey Care Advantage | Pearland, TX | Dec 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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