Jeffrey Stenhouse
Investment adviser representative at Mckinley Carter Wealth Services, Inc.
12 yearsExperience
2 statesRegistered in
$2.3BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Mckinley Carter Wealth Services, Inc.Mar 2021 to now
- UnemployedFeb 2021 to Feb 2021
- Ellis Insurance AgencyJan 2020 to Feb 2021
- It Solutions LLCDec 2019 to Jan 2020
- UnemployedJun 2019 to Dec 2019
- Boone County SchoolsAug 2018 to May 2019
- Education Alliance WvMay 2018 to Aug 2018
- University of CharlestonAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, WV).
Mckinley Carter Wealth Services, Inc.
$2.3BAssets managed
1,282Clients
25Advisers
21 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
- 7361248
- Firm CRD
- 135184