Matthew Brett Jenkinson
Investment adviser representative at Designed Wealth USA Ltd.
11 yearsExperience
2 statesRegistered in
CFADesignation
$5.3MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Designed Wealth USA Ltd.Oct 2025 to now
- Designed Securities Ltd.May 2025 to now
- Eastport Financial Group IncOct 2021 to now
- Eastport Financial Group IncApr 2020 to Sep 2021
- Maitland GroupJul 2019 to Mar 2020
- Maitland GroupApr 2017 to Jun 2019
- Maitland GroupOct 2015 to Mar 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (FL, SC).
Designed Wealth USA Ltd.
$5.3MAssets managed
11Clients
10Advisers
1 yearIn 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
- 8180890
- Firm CRD
- 337487