Unclaimed Profile

Andrew Stuart Jenkins

WAMBOLT & ASSOCIATES, LLC·LITTLETON, Colorado

Series 7, Series 63, Series 65Clean record23 years registeredWAMBOLT & ASSOCIATES, LLC

13976 W. BOWLES AVENUE, LITTLETON, CO 80127CRD# 2211425Firm CRD# 153454

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Stuart Jenkins · LITTLETON, CO

Registration

CRD #2211425 · WAMBOLT & ASSOCIATES, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WAMBOLT & ASSOCIATES, LLC

METIS WEALTH MANAGEMENT, LLC

Aug 2016 – Dec 2016

Littleton, CO

CENTRIC INVESTMENT GROUP INC

Jun 2016 – Dec 2019

LITTLETON, CO

METIS, L.L.C.

Jun 2014 – Apr 2015

LITTLETON, CO

WAMBOLT & ASSOCIATES, LLC

Jan 2014 – May 2023

LITTLETON, CO

LARIMER CAPITAL CORPORATION

Jan 2011 – Nov 2013

DENVER, CO

LINCOLN FINANCIAL ADVISORS CORPORATION

Sep 2006 – Nov 2010

DENVER, CO

M HOLDINGS SECURITIES, INC.

Jan 2003 – Aug 2006

WINDSOR, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 23, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WAMBOLT & ASSOCIATES, LLC

CRD 153454 · SEC 801-71476

AUM

$565M

Regulatory assets under management

Employees

1,849 client accounts

Services offered by WAMBOLT & ASSOCIATES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WAMBOLT & ASSOCIATES, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Stuart Jenkins offer?

Andrew Stuart Jenkins specializes in Financial Planning, Investment Management, Wealth Management.

What are Andrew Stuart Jenkins's credentials?

Andrew Stuart Jenkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Stuart Jenkins located?

Andrew Stuart Jenkins is based in LITTLETON, Colorado, last registered with WAMBOLT & ASSOCIATES, LLC.

How does Andrew Stuart Jenkins charge for services?

Andrew Stuart Jenkins's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WAMBOLT & ASSOCIATES, LLC?

WAMBOLT & ASSOCIATES, LLC has approximately 16 employees and manages $565M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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