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BJ

Bradley R. Jenkins

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CRD#: 5767464
BJ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bradley Ryan Jenkins, CFP®, who also goes by Bradley Jenkins, was a registered financial professional .

Bradley is a previously registered financial professional and started their career in finance in 2010. Bradley had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bradley 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.
INSURANCE RELATED BUSINESS. Partial owner and consultant, Impact Partnership Wealth, LLC

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Past

September 8, 2010 - April 2, 2024

JENKINS WEALTH

RIA
CRD#: 153241
ENGLEWOOD, CO

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/26/2010
Uniform Investment Adviser Law Examination

Current Firm


JW
JENKINS WEALTH
JENKINS WEALTH | MARKET GUARD | JKIG FINANCIAL & INSURANCE SOLUTIONS, INC. | JENKINS WEALTH, INC. | JENKINS WEALTH MANAGEMENT GROUP, INC.

CRD#: 153241 / SEC#: 801-110540

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Contact information


Main Address
8310 South Valley Highway Suite 205, Englewood, CO 80112
Mailing Address
Phone number
(720) 457-6844
Established
Firm type
Fiscal year end
# of Employees
6

Documents


Latest Form ADV

Part 2 Brochures

ADV FORM 2A (4/1/2024)

Regulatory assets under management


Total Number of Accounts1,615
AUM (Assets Under Management)$ 313,283,314

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


JENKINS WEALTH

CRD#: 153241

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