DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Jenkins Wealth

Former SEC-registered adviserEnglewood, ColoradoCRD 153241SEC 801-110540websiteIAPD
Latest filing Apr 1, 2024
First filing on the tape Apr 27, 2017 · 18 filings
SEC status approved since May 2, 2017
RAUM
$313M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$310M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
5 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$313M as of Apr 1, 2024
Mar 29, 2018$146M then
HNW client RAUM$77.3M as of Apr 1, 2024
Mar 29, 2018$69.8M then
State-registered IARs (5.B.3)0 as of Apr 1, 2024
Mar 29, 20180 then
Employees (5.A)6 as of Apr 1, 2024
Mar 29, 20187 then
Private funds: no history
RAUM +5.5% over the last fiscal year+8.6% a year over threeIARs 0 to 0offices 8 to 4
Practice profile
derived from the filing of Apr 1, 2024; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.9MderivedHNW RAUM over HNW clients
Average account
$193,983derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived5 offices incl. principal (1.F.5)
RAUM growth, one year
+5.5%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
-13%derived
Compensation
percentage of assets, hourlyreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisers, educational seminarsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is an insurance broker or agent (6.A.6)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$232M74%
  • High-net-worth individuals$77.3M25%
  • Charitable organizations$2.1M0.7%
  • Corporations and businesses$873,5640.3%
  • Pension and profit-sharing plans$708,4540.2%
Individual clients
603reported
HNW clients
40reported
Pension plan clients
1reported
Charitable clients
2reported
Accounts
1,615reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Hope Heather Janson · Ccocontrol
      since 10/2017 · owns less than 5%
    • Ryan Bradley Jenkins · Presidentcontrol
      since 10/2012 · owns 75% or more
    Related persons
    Schedule D 7.A
    Advisers that list Jenkins Wealth as a related person
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Alexandria, Va000
    Englewood, Co · principal000
    Inverness, Fl000
    Offices
    Schedule D 1.F, the 25 largest
    • Inverness, FL2 employees
    • Odessa, FL2 employees
    • Spring Hill, FL2 employees
    • , 1 employees
    What changed
    consecutive filings, newest first
    • Accounts · 1,753 to 1,615
      Feb 22, 2023 to Apr 1, 2024
    • Advisory employees · 8 to 5
      Feb 22, 2023 to Apr 1, 2024
    • Charity clients · 1 to 2
      Feb 22, 2023 to Apr 1, 2024
    • HNW clients · 48 to 40
      Feb 22, 2023 to Apr 1, 2024
    • Individual clients · 687 to 603
      Feb 22, 2023 to Apr 1, 2024
    • Pension plan clients · 0 to 1
      Feb 22, 2023 to Apr 1, 2024
    • Employees · 11 to 6
      Feb 22, 2023 to Apr 1, 2024
    • Other offices · 8 to 4
      Feb 22, 2023 to Apr 1, 2024
    • Discretionary RAUM · $297M to $313M
      Feb 22, 2023 to Apr 1, 2024
    • HNW RAUM · $82.0M to $77.3M
      Feb 22, 2023 to Apr 1, 2024
    • Individual RAUM · $213M to $232M
      Feb 22, 2023 to Apr 1, 2024
    • Pension RAUM · $0 to $708,454
      Feb 22, 2023 to Apr 1, 2024
    • RAUM · $297M to $313M
      Feb 22, 2023 to Apr 1, 2024
    • Accounts · 1,513 to 1,753
      Feb 14, 2023 to Feb 22, 2023
    • Advisory employees · 9 to 8
      Feb 14, 2023 to Feb 22, 2023
    • Advisory activities · 3 to 4
      Feb 14, 2023 to Feb 22, 2023
    • Charity clients · 0 to 1
      Feb 14, 2023 to Feb 22, 2023
    • Corporate clients · 1 to 2
      Feb 14, 2023 to Feb 22, 2023
    • HNW clients · 52 to 48
      Feb 14, 2023 to Feb 22, 2023
    • Individual clients · 603 to 687
      Feb 14, 2023 to Feb 22, 2023
    • Employees · 9 to 11
      Feb 14, 2023 to Feb 22, 2023
    • Discretionary RAUM · $300M to $297M
      Feb 14, 2023 to Feb 22, 2023
    • HNW RAUM · $107M to $82.0M
      Feb 14, 2023 to Feb 22, 2023
    • Individual RAUM · $192M to $213M
      Feb 14, 2023 to Feb 22, 2023
    • RAUM · $300M to $297M
      Feb 14, 2023 to Feb 22, 2023
    • Accounts · 1,277 to 1,513
      Jun 25, 2021 to Apr 1, 2022
    • HNW clients · 30 to 52
      Jun 25, 2021 to Apr 1, 2022
    • Individual clients · 1,253 to 603
      Jun 25, 2021 to Apr 1, 2022
    • Discretionary RAUM · $244M to $300M
      Jun 25, 2021 to Apr 1, 2022
    • HNW RAUM · $48.3M to $107M
      Jun 25, 2021 to Apr 1, 2022
    • Individual RAUM · $196M to $192M
      Jun 25, 2021 to Apr 1, 2022
    • Non-discretionary RAUM · $384,820 to $0
      Jun 25, 2021 to Apr 1, 2022
    • RAUM · $244M to $300M
      Jun 25, 2021 to Apr 1, 2022
    • Related adviser · false to true
      Mar 31, 2021 to Jun 24, 2021
    • Accounts · 991 to 1,277
      Nov 24, 2020 to Mar 31, 2021
    • Advisory employees · 4 to 9
      Nov 24, 2020 to Mar 31, 2021
    • Business name · JENKINS WEALTH to MARKET GUARD
      Nov 24, 2020 to Mar 31, 2021
    • Corporate clients · 0 to 1
      Nov 24, 2020 to Mar 31, 2021
    • HNW clients · 28 to 30
      Nov 24, 2020 to Mar 31, 2021
    • Individual clients · 963 to 1,253
      Nov 24, 2020 to Mar 31, 2021
    Signals
    12 dated events
    • Jenkins Wealth no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $313.3M)
      May 2, 2025 · Left the SEC roster · derived
    • Edward Lee Gerber left Jenkins Wealth for Mariner (registered 2025-02-28)
      Mar 19, 2025 · Advisor changed firm · fact
    • Daniel Lee left Jenkins Wealth for Mariner (registered 2025-02-28)
      Mar 19, 2025 · Advisor changed firm · fact
    • 2 advisors left Jenkins Wealth (Englewood, CO) for Mariner on the same day
      Mar 19, 2025 · Team lift-out · derived
    • David Andrew Henderson left Jenkins Wealth for Western Wealth Management Llc (registered 2025-02-14)
      Feb 20, 2025 · Advisor changed firm · fact
    • Jacquelyn Renea Campbell left Jenkins Wealth for Impact Partnership Wealth, Llc (registered 2024-01-04)
      Oct 3, 2024 · Advisor changed firm · fact
    • Corey Francis Ward left Jenkins Wealth for Impact Partnership Wealth, Llc (registered 2024-03-25)
      Oct 3, 2024 · Advisor changed firm · fact
    • Luke Vanzo left Jenkins Wealth for Accelerated Wealth Advisors Llc (registered 2024-01-29)
      Apr 1, 2024 · Advisor changed firm · fact
    • Lawrence Peter Spoth left Jenkins Wealth for Impact Partnership Wealth, Llc (registered 2023-10-16)
      Oct 16, 2023 · Advisor changed firm · fact
    • Jacob Zachary Child left Jenkins Wealth for Impact Partnership Wealth, Llc (registered 2023-10-16)
      Oct 16, 2023 · Advisor changed firm · fact
    • Jenkins Wealth reported 8 offices beyond its principal office, up from 0 (2020-06-30 to 2020-11-17)
      Nov 17, 2020 · Office count change · derived
    • Jenkins Wealth filed its initial SEC registration (Form ADV)
      Apr 27, 2017 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026