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Kenneth Walton Jenkins

Wealthspire Retirement Advisory

Bethesda, MD

Aliso Viejo, CA

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Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-12-08
  • MD RA
    APPROVED
    Since 2023-12-08

Branch Locations

6903 Rockledge Dr 14Th Floor, Bethesda, MD 20817 • United States

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Meltzer Group Bethesda MD 05/2014 Present
Nfp Retirement, Inc. Aliso Viejo CA 10/2022 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 05/2014 → Present
    The Meltzer Group
    Bethesda, MD
  • 10/2022 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Previous Registrations
Other Businesses

ChurchBizChamber, LLC 1701 K St. NW Suite 801 Washington, DC 20006 Online advertising services for business owners in the local church community

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-07
  • S65 Uniform Investment Adviser Law Examination
    2016-05-07
Other Names
  • Ken Jenkins

View on SEC IAPD

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Other Offices

LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD
NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
HIGHTOWER ADVISORS, LLC · BETHESDA, MD
GOLDEN WEALTH STRATEGIES · Bethesda, MD

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