Stefanie Lyne Jenkins
Investment adviser representative at Arax Advisory Partners
10 yearsExperience
1 stateRegistered in
$26.5BFirm assets
20 yearsFirm in business
Are you Stefanie Lyne Jenkins? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Arax Advisory Partners, LLCAug 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2021 to Aug 2025
- Morgan StanleyDec 2020 to May 2021
- Bank of America, N.A.Feb 2020 to Dec 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2019 to Dec 2020
- Cannon Financial Strategists, Inc.Jan 2018 to Nov 2019
- Blasingame, Burch, Garrard and AshleyMar 2017 to Jan 2018
- Hotel IndigoOct 2016 to Jun 2017
- Above BarreFeb 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MI).
Arax Advisory Partners
Legal name: Arax Advisory Partners, LLC
$26.5BAssets managed
15,662Clients
222Advisers
20 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
- 4950481
- Firm CRD
- 133535