Richard Jenkins, financial advisor Reston VA
96 score

Richard Jenkins

CRD Number: 3036665
Current Firm: Spire Wealth Management, LLC

Richard Jenkins (CRD# 3036665) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Reston, VA and has over 14 years of experience in the finance industry. Richard 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.

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Professional Designations
Company Name Location Dates Years
Stone Toro Wealth Management LLC Princeton, NJ Jul 2014 - Current 3
Stone Toro Investment Advisers LP Princeton, NJ Jan 2010 - Current 8
Stone Toro Asset Management LLC Princeton, NJ Nov 2009 - Current 8
Zynin Capital Management LLC Princeton, NJ Aug 2009 - Dec 2012 3
Ubs Financial Services Inc. Princeton, NJ Jan 2008 - Aug 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2004
Contact Info for Richard H. Jenkins
Phone Number: 703-657-6060
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,856
    MILLIONS
  • Total Number of Accounts
    5,657
    ACCOUNTS
  • Average Account Value
    $328,133
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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