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Amber Allen Jenkins

Investment adviser representative at Secure Retirement Financial & Insurance Services Corp.
11 yearsExperience
1 stateRegistered in
$102MFirm assets
4 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Secure Retirement Financial & Insurance Services Corp.May 2023 to now
  2. Secure Retirement Financial & Insurance Corp.Aug 2017 to now
  3. Sieva NetworksFeb 2016 to Aug 2017
  4. N/aJun 2015 to Aug 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (CA).

Secure Retirement Financial & Insurance Services Corp.

$102MAssets managed
211Clients
3Advisers
4 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
7590313
Firm CRD
132777
Advisor's SEC record (opens in a new tab)
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