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BJ

Brendon H. Jenks

WEALTH RENOVATORS
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 5485724
BJ

Professional summary

Brendon Harold Jenks is a registered financial advisor currently at WEALTH RENOVATORS, LLC located in Overland Park, Kansas and STEWARDSHIP WEALTH MANAGEMENT located in Overland Park, Kansas.

Brendon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Brendon has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Brendon Harold Jenks's 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

January 6, 2009 - Present

WEALTH RENOVATORS, LLC

Office #1: 7500 College Blvd. Suite 500, Overland Park, KS 66210
RIA
CRD#: 148524
Overland Park, KS
Current

August 29, 2014 - Present

STEWARDSHIP WEALTH MANAGEMENT

Office #1: 7500 College Blvd. Suite 500, Overland Park, KS 66210
RIA
CRD#: 144338
Overland Park, KS
Current

June 8, 2021 - Present

EPIPHANY FINANCIAL COACHING

Office #1: 7500 College Blvd. Suite 500, Overland Park, KS 66210
RIA
CRD#: 307859
Overland Park, KS
Past

February 12, 2008 - July 8, 2008

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
OVERLAND PARK, KS

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kansas
(1/6/2009)
IAR
Louisiana
(7/13/2022)
IAR
Missouri
(2/26/2010)
IAR
Texas
(7/20/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/11/2008
Uniform Investment Adviser Law Examination

Current Firm

EF
EPIPHANY FINANCIAL COACHING
EPIPHANY FINANCIAL COACHING | EPIPHANY FINANCIAL COACHING, LLC

CRD#: 307859 / SEC#:

Kansas
Registered Investment Advisory firm - (6/8/2021 Approved)
Louisiana
Registered Investment Advisory firm - (3/29/2024 Approved)
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Contact information

Main Address
7500 College Blvd. Suite 500, Overland Park, KS 66210
Mailing Address
Phone number
(913) 490-4400
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts92
AUM (Assets Under Management)$ 20,500,000

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

EPIPHANY FINANCIAL COACHING

CRD#: 307859Overland Park, KS 66210

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