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BJ

Brent M. Jenkins

GRANT STREET WEALTH MANAGEMENT, LTD.
Columbus, OH 43215
Some features on this profile are disabled
CRD#: 5564246
BJ

Professional summary

Brent M Jenkins is a registered financial advisor currently at GRANT STREET WEALTH MANAGEMENT, LTD. located in Columbus, Ohio.

Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Brent has worked at 3 firms and has passed the Series 6 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 Brent M Jenkins'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 11, 2012 - Present

GRANT STREET WEALTH MANAGEMENT, LTD.

Office #1: 1201 Dublin Rd. Suite 105, Columbus, OH 43215
RIA
CRD#: 158535
Columbus, OH
Past

February 27, 2009 - June 16, 2011

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
DUBLIN, OH
Past

November 7, 2008 - February 13, 2009

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DUBLIN, OH

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
Ohio
(1/11/2012)

Exams

General Industry/Product Exam
RR
Series 6
Date: 11/6/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

GS
GRANT STREET WEALTH MANAGEMENT, LTD.
GRANT STREET WEALTH MANAGEMENT, LTD.

CRD#: 158535 / SEC#:

Ohio
Registered Investment Advisory firm - (10/31/2011 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1201 Dublin Rd. Suite 105, Columbus, OH 43215
Mailing Address
Phone number
(614) 766-3621
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

GRANT STREET WEALTH MANAGEMENT, LTD.

CRD#: 158535Columbus, OH 43215

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