MARKET GUARD
JENKINS WEALTH Legal Name
Adviser information for MARKET GUARD last updated from Form ADV on February 22nd, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 7 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,753 | $296.8M |
| Non-Discretionary | 0 | $0 |
| Total | 1,753 | $296.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 687 | $212.9M |
| HNW Individuals | 48 | $82.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $1.0M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $917,744 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly charges |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-110540 |
|---|---|
| SEC ERA File Number | 801-110540 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 153241 |
| Legal Entity Identifier | None |
Principal Office
8310 SOUTH VALLEY HIGHWAYSUITE 205
ENGLEWOOD
CO
United States
Monday - Friday, 7:00 AM - 4:00 PM (BY APPT ONLY)
Tel: 720-457-6844, Fax: 720-457-6845
Chief Compliance Officer
HEATHER H. JANSON
COMPLIANCE OFFICER
8310 SOUTH VALLEY HIGHWAY
SUITE 205
ENGLEWOOD
CO
United States
Tel:
720-457-6844
Fax:
720-457-6845
C*********@**************M
(Full email address available in API data)
Regulatory Contact
BRADLEY R. JENKINS
PRESIDENT/CEO
8310 SOUTH VALLEY HIGHWAY, SUITE 205
ENGLEWOOD
CO
United States
Tel:
720-457-6844
Fax:
720-457-6845
B***@****************M
(Full email address available in API data)
Industry Affiliates
| IMPACT PARTNERSHIP WEALTH, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JENKINS, BRADLEY, RYAN | Individual | – | PRESIDENT | 10/2012 | > 75% |
| JANSON, HEATHER, HOPE | Individual | – | CCO | 10/2017 | < 5% |