David Jenkins
Profile
Mr. David Jenkins is an Associate Financial Planner at The Financial Advisory Group, Inc. Previously, he worked as a project engineer for Schlumberger.
Mr. Jenkins graduated with an MBA from Rice University with concentrations in Finance and Entrepreneurship, and is working toward the designation of Certified Financial Planner, CFP®.
Former positions of David Jenkins
Companies | Position | End |
---|---|---|
The Financial Advisory Group LLC
The Financial Advisory Group LLC Investment ManagersFinance The Financial Advisory Group LLC (Financial Advisory Group) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was originally founded by Steven Estrin and Paul Anthes in 1997 as a corporation, then executed a conversion in December 2022 to become a limited liability company. They were acquired by Wealth Enhancement Group LLC in 2024. Financial Advisory Group provides discretionary investment management services on a stand-alone fee-only basis to individuals, business entities, trusts, estates, pension plans, and charitable organizations. | Portfolio Manager-Equities | 2014-01-14 |
SCHLUMBERGER LIMITED | Corporate Officer/Principal | - |
Training of David Jenkins
Rice University | Masters Business Admin |
Experiences
Positions held
Linked companies
Listed companies | 1 |
---|---|
SCHLUMBERGER LIMITED | Industrial Services |
Private companies | 1 |
---|---|
The Financial Advisory Group LLC
The Financial Advisory Group LLC Investment ManagersFinance The Financial Advisory Group LLC (Financial Advisory Group) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was originally founded by Steven Estrin and Paul Anthes in 1997 as a corporation, then executed a conversion in December 2022 to become a limited liability company. They were acquired by Wealth Enhancement Group LLC in 2024. Financial Advisory Group provides discretionary investment management services on a stand-alone fee-only basis to individuals, business entities, trusts, estates, pension plans, and charitable organizations. | Finance |
- Stock Market
- Insiders
- David Jenkins