AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
EJ

Edward R. Jenkins

HUNTWICKE SECURITIES
Topsfield, MA 01983
Some features on this profile are disabled
CRD#: 1491985
EJ

Professional summary


Edward Reiber Jenkins, who also goes by Ted Jenkins, is a registered financial professional currently at HUNTWICKE SECURITIES, LLC located in Topsfield, Massachusetts.

Edward is registered as a RR (Registered Representative) and started their career in finance in 1990. Edward has worked at 6 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ted Jenkins

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Edward Reiber Jenkins's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 13, 2023 - Present

HUNTWICKE SECURITIES, LLC

Office #1: 7 Grove Street Suite 201, Topsfield, MA 01983
BD
CRD#: 146993
Topsfield, MA
Past

January 6, 2020 - February 16, 2023

BFC CAPITAL LLC

BD
CRD#: 299519
Quincy, MA
Past

April 13, 2018 - December 9, 2019

HUNTWICKE SECURITIES, LLC

BD
CRD#: 146993
TOPSFIELD, MA
Past

October 2, 2014 - March 27, 2018

PNC CAPITAL MARKETS LLC

BD
CRD#: 15647
ANDOVER, MA
Past

December 1, 2006 - September 29, 2014

GSF CAPITAL MARKETS, LLC

BD
CRD#: 141097
ANDOVER, MA
Past

April 15, 2002 - July 2, 2004

VAN LANSCHOT KEMPEN (USA) INC.

BD
CRD#: 38760
NEW YORK, NY
Past

May 4, 1990 - April 15, 1996

MUFG AMERICAS CORPORATE ADVISORY, INC.

BD
CRD#: 10151
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(11/11/2025)
RR
Massachusetts
(3/13/2023)
RR
New York
(3/13/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 2/19/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


HS
HUNTWICKE SECURITIES, LLC
HUNTWICKE SECURITIES, LLC | PHALANX TRADING, LLC

CRD#: 146993 / SEC#: , 8-67865

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
7 Grove Street Suite 201, Topsfield, MA 01983
Mailing Address
7 Grove Street Suite 201, Topsfield, MA 01983
Phone number
(978) 887-5981
Established
Massachusetts since 02/11/2008
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (21 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
HUNTWICKE FINANCIAL LLC (F/K/A PHALANX PARTNERS LLC)OWNER
DORFMAN FOSTER, ESTEEFINOP2696529
GARCIA, FERNANDO MARIOCOMPLIANCE OFFICER6161322
WOODLAND, BRIAN ANDREWPRESIDENT/CEO/CCO2263508

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HUNTWICKE SECURITIES, LLC

CRD#: 146993Topsfield, MA 01983

TRUST BUT VERIFY

Monitor Edward Jenkins

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


RB
Robert BittnerAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
PR
MINNEAPOLIS, MN
BT
Bradford TomAdvisorCheck Check Mark
INDEPENDENT FINANCIAL GROUP, LLC
IAR
RR
Honolulu, HI
FU
Faisal UmeraniAdvisorCheck Check Mark
MACQUARIE CAPITAL (USA) INC.
RR
Houston, TX
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics