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Amber Allen Jenkins

Secure Retirement Financial & Insurance Services Corp.

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About Amber Allen Jenkins

Amber Jenkins is an Investment Advisor Representative at Secure Retirement Financial & Insurance Services Corp. Amber is licensed to provide financial advice in California. Amber is licensed to provide financial advice in California. Amber has been in the financial services industry since 2008 and specializes in Financial Planning, Portfolio Management for Individuals and Businesses, and Educational Seminars.

Firm Information

Amber Jenkins is currently registered with Secure Retirement Financial & Insurance Services Corp.. Secure Retirement Financial & Insurance Services Corp. is a financial advisor based in SAN RAMON, CA. They provide financial planning, portfolio management for individuals and businesses, and educational seminars. The firm manages approximately $96,627,501 in assets for 546 clients.
Secure Retirement Financial & Insurance Services Corp.

2333. SAN RAMON VALLEY BOULEVARD

SAN RAMON, CA 94583

$96.63M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amber Jenkins’s Registration & Firm History

CA

01/24/2024 - Present

Secure Retirement Financial & Insurance Services Corp. (SAN RAMON CA)

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Licenses & Designations

IA

Issued 01/24/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amber Allen Jenkins.
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