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William Kevin Jenkins

Investment Adviser Representative at CG ADVISORY SERVICES

Troy, MICRD #1393894Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
1 states
Exams Passed
8

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Michigan
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/18/2010
Series 65
Uniform Investment Adviser Law Examination
Passed 12/22/1999
Series 52
Municipal Securities Representative Examination
Passed 9/4/1990
Series 62
Corporate Securities Limited Representative Examination
Passed 9/27/1988
Series 22
Direct Participation Programs Representative Examination
Passed 1/27/1986
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/15/1985
Series 27
Financial and Operations Principal Examination
Passed 5/15/2007
Series 24
General Securities Principal Examination
Passed 12/23/1993

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Account minimum: $5,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

CG Advisory Services Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CG ADVISORY SERVICESCurrent
8/5/2010Troy, MI
INVEST FINANCIAL CORPORATION
6/25/20102/11/2011Troy, MI
AZA CAPITAL MANAGEMENT
3/3/20107/13/2010Chicago, IL

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Kevin Jenkins has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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