Unclaimed Profile

William Kevin Jenkins

INSIGHT 2811 INC·TROY, Michigan

Series 6, Series 22, Series 24, Series 27, Series 52, Series 62, Series 63, Series 65Clean record16 years registeredINSIGHT 2811 INC

755 W. BIG BEAVER ROAD, TROY, MI 48084CRD# 1393894Firm CRD# 109784

Profile Verification

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

Identity

William Kevin Jenkins · TROY, MI

Registration

CRD #1393894 · INSIGHT 2811 INC · 16 years registered

Brand Profile

Not yet started

Career History

CG ADVISORY SERVICES

Aug 2010 – present

INVEST FINANCIAL CORPORATION

Jun 2010 – Feb 2011

TROY, MI

AZA CAPITAL MANAGEMENT

Mar 2010 – Jul 2010

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 6

Series 22

Series 24

Series 27

Series 52

Series 62

Series 63

Series 65

Registration record

First registered · March 3, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INSIGHT 2811 INC

CRD 109784 · SEC 801-54428

AUM

$314M

Regulatory assets under management

Employees

890 client accounts

Services offered by INSIGHT 2811 INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INSIGHT 2811 INC →

Introduction

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Frequently Asked Questions

What services does William Kevin Jenkins offer?

William Kevin Jenkins specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TROY, Michigan for a consultation.

What are William Kevin Jenkins's credentials?

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

Where is William Kevin Jenkins located?

William Kevin Jenkins is based in TROY, Michigan, working with INSIGHT 2811 INC. Their office serves clients in the TROY metropolitan area and surrounding communities.

How does William Kevin Jenkins charge for services?

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

How large is INSIGHT 2811 INC?

INSIGHT 2811 INC has approximately 9 employees and manages $314M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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