JJ
Jamie L. Jenkins
FULLCIRCLE WEALTH LLC
MCKINNEY, TX 75070
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CRD#: 7241966
JJ
Professional summary
Jamie Lee Jenkins is a registered financial advisor currently at FULLCIRCLE WEALTH LLC located in Mckinney, Texas.
Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jamie has worked at 1 firm 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.
CRS (Client Relationship Summary) - RIA
Click below to view Jamie Lee 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®
NoneExperience
Current
January 1, 2025 - Present
FULLCIRCLE WEALTH LLC
Office #1: 6950 Tpc Drive Suite 110, Mckinney, TX 75070RIA
CRD#: 166695
MCKINNEY, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FW
FULLCIRCLE WEALTH LLC
FULLCIRCLE WEALTH LLC
CRD#: 166695 / SEC#: 801-121913
RIA
Registered Investment Advisory firm - (7/30/2021 Approved)California
Registered Investment Advisory firm - (9/24/2021 Terminated)Georgia
Registered Investment Advisory firm - (9/10/2021 Terminated)Nevada
Registered Investment Advisory firm - (10/15/2021 Terminated)Oklahoma
Registered Investment Advisory firm - (12/18/2018 Terminated)Texas
Registered Investment Advisory firm - (8/25/2021 Terminated)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
Texas(1/1/2025)
Current Firm
FW
FULLCIRCLE WEALTH LLC
FULLCIRCLE WEALTH LLC
CRD#: 166695 / SEC#: 801-121913
RIA
Registered Investment Advisory firm - (7/30/2021 Approved)California
Registered Investment Advisory firm - (9/24/2021 Terminated)Georgia
Registered Investment Advisory firm - (9/10/2021 Terminated)Nevada
Registered Investment Advisory firm - (10/15/2021 Terminated)Oklahoma
Registered Investment Advisory firm - (12/18/2018 Terminated)Texas
Registered Investment Advisory firm - (8/25/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6950 Tpc Drive Suite 110, Mckinney, TX 75070
Mailing Address
Phone number
(972) 480-6200
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,702 |
| AUM (Assets Under Management) | $ 393,537,210 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
