Unclaimed Profile

Stephen Robert Jenkins

ASSET PRESERVATION GROUP INC·GRAPEVINE, Texas

SIE, Series 6, Series 7, Series 22, Series 24, Series 51, Series 63, Series 66CFPClean record20 years registeredASSET PRESERVATION GROUP INC

2750 WILLIAM D. TATE AVE., GRAPEVINE, TX 76051CRD# 4264149Firm CRD# 108150

Profile Verification

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

Identity

Stephen Robert Jenkins · GRAPEVINE, TX

Registration

CRD #4264149 · ASSET PRESERVATION GROUP INC · 20 years registered

Brand Profile

Not yet started

Career History

STRATEGIC PORTFOLIO SOLUTIONS, LLC

Aug 2022 – present

HORTER INVESTMENT MANAGEMENT, LLC

Nov 2019 – Aug 2022

Grapevine, TX

ASSET PRESERVATION GROUP INC

Jan 2009 – Nov 2019

GRAPEVINE, TX

ASSET PRESERVATION GROUP INC

Sep 2005 – Dec 2008

BEDFORD, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 51

Series 63

Series 66

Registration record

First registered · September 7, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASSET PRESERVATION GROUP INC

CRD 108150 · SEC 801-56931

AUM

$263M

Regulatory assets under management

Employees

1,226 client accounts

Services offered by ASSET PRESERVATION GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ASSET PRESERVATION GROUP INC →

Introduction

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Frequently Asked Questions

What services does Stephen Robert Jenkins offer?

Stephen Robert Jenkins specializes in Financial Planning, Investment Management. Contact their office in GRAPEVINE, Texas for a consultation.

What are Stephen Robert Jenkins's credentials?

Stephen Robert Jenkins holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Stephen Robert Jenkins located?

Stephen Robert Jenkins is based in GRAPEVINE, Texas, working with ASSET PRESERVATION GROUP INC. Their office serves clients in the GRAPEVINE metropolitan area and surrounding communities.

How does Stephen Robert Jenkins charge for services?

Stephen Robert 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 ASSET PRESERVATION GROUP INC?

ASSET PRESERVATION GROUP INC has approximately 4 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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