Stephen Robert Jenkins
Investment adviser representative at Strategic Portfolio Solutions, LLC
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$136.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Strategic Portfolio Solutions, LLCAug 2022 to now
- Lake Tower Financial ManagementFeb 2020 to now
- Horter Investment Management, LLCNov 2019 to Aug 2022
- Purshe Kaplan Sterling InvestmentsOct 2017 to Jan 2020
- National Planning CorporationNov 2008 to Sep 2017
- Asset Preservation Group IncMar 2003 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Strategic Portfolio Solutions, LLC
$136.2MAssets managed
188Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4264149
- Firm CRD
- 156374