Jeffrey
Stenhouse

Mckinley Carter Wealth Services, Inc

CRD#7361248
Investment Advisor
in Charleston, WV

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About this Advisor

Jeffrey Stenhouse is a financial advisor based in Charleston, West Virginia, working with Mckinley Carter Wealth Services, Inc. Jeffrey has previously held positions at Mckinley Carter Wealth Services, Inc, Ellis Insurance Agency, It Solutions LLC, Boone County Schools, Education Alliance Wv, University Of Charleston, and Chemist Warehouse. Jeffrey has passed the Series 65 regulatory exam and is registered to provide services in Texas and West Virginia. Currently, Jeffrey is part of Mckinley Carter Wealth Services, Inc, which operates out of Charleston, West Virginia. The firm has 6 offices and 48 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mckinley Carter Wealth Services, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

129 Summers St, Suite 200
Charleston, WV 25301

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Mckinley Carter Wealth Services, Inc Brokerage Details

Total Assets Under Management

$2,260,993,682

WV Average: $493,341,091
Total Number of Employees

48

WV Average: 16
Total Number of Accounts

5,211

WV Average: 1,028
Average Account Size

$433,889

WV Average: $479,904

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Jeffrey Stenhouse Work History

2021 - Present (3 years)

Mckinley Carter Wealth Services, Inc

2020 - 2021 (1 year)

Ellis Insurance Agency

2019 - 2020 (1 year)

It Solutions LLC

2018 - 2019 (1 year)

Boone County Schools

2018 - 2018 (< 1 year)

Education Alliance Wv

2014 - 2018 (4 years)

University Of Charleston

2011 - 2014 (3 years)

Chemist Warehouse

Disclosures

Please visit the SEC profile of Jeffrey Stenhouse to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mckinley Carter Wealth Services, Inc

Brian Lipton
Gaithersburg, MD
Steven Tardy
Charleston, WV
Dino Giovannone
Wheeling, WV
Joel Estes
Miamisburg, OH
Julie Brown
Miamisburg, OH
James O'Brien
Wheeling, WV
Chelsea Clegg
Wheeling, WV
Nicole Dray
Wheeling, WV

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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