Stephen Jenkins has been an investment adviser representative at Strategic Portfolio Solutions since August 2022, and is not listed among the firm’s executive officers or direct owners.
Strategic Portfolio Solutions, LLC is a Dallas, TX firm with $136M under management, 188 clients and 5 advisers across 3 offices, as of its March 2026 filing.
Stephen Jenkins’ longest registration was 14 years at Asset Preservation Group Inc (2005–2019). Before joining Strategic Portfolio Solutions in 2022, Stephen Jenkins was registered through Horter Investment Management, LLC and Asset Preservation Group Inc.
- – present · 4 yearsDallas, TX · Adviser representative · Firm CRD 156374
- Horter Investment Management, LLC– · 2 yearsGrapevine, TX · Adviser representative · Firm CRD 119880
- Asset Preservation Group Inc– · 14 yearsGrapevine, TX · Adviser representative · Firm CRD 108150
Investment adviser representative registrations
Stephen Jenkins is registered as an investment adviser representative in Texas, since August 2022.
- TexasSince 5 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 August 2005 |
| Series 51 | Municipal Fund Securities Principal Examination | 17 February 2005 |
| Series 24 | General Securities Principal Examination | 16 December 2003 |
| Series 7 | General Securities Representative Examination | 5 May 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 August 2001 |
| Series 22 | Direct Participation Programs Representative Examination | 18 September 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 September 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Stephen Robert Jenkins
- CRD
- 4264149
- Firm
- Strategic Portfolio Solutions · CRD 156374
- Office
- 17304 PRESTON ROAD, SUITE 125, Dallas, TX 75252
- Registration
- Investment adviser registration
- In the industry since
- December 2000
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephen Jenkins work?
Stephen Jenkins is an investment adviser representative registered through Strategic Portfolio Solutions, LLC since August 2022, and is not listed among the firm’s executive officers or direct owners.
Is Stephen Jenkins a financial advisor?
Yes. Stephen Jenkins has a current investment-adviser registration in Texas, through Strategic Portfolio Solutions since August 2022.
How many years of experience does Stephen Jenkins have?
Stephen Jenkins has 25 years in the financial industry, since December 2000, across 3 adviser firms.
What exams has Stephen Jenkins passed?
Stephen Jenkins has passed 7 licensing exams: the Series 63, Series 22, Series 6, Series 7, Series 24, Series 51 and Series 66. The earliest, the Series 63, was passed in September 2000. FINRA credited Stephen Jenkins with the SIE, which began in October 2018.
Where did Stephen Jenkins work before Strategic Portfolio Solutions?
Before Strategic Portfolio Solutions, Stephen Jenkins was registered through Horter Investment Management, LLC, November 2019 to August 2022; Asset Preservation Group Inc, September 2005 to November 2019.
Where is Stephen Jenkins based?
Stephen Jenkins’ registered office is in Dallas, TX.
Is Stephen Jenkins registered with FINRA?
No. Stephen Jenkins has no current broker registration.
How can I verify Stephen Jenkins’ record?
Search CRD 4264149 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Jenkins’ full registration record.
