Jenna Blevins, financial advisor Colleyville TX

Jenna Blevins

CRD Number: 4248484
Current Firm: The Retirement Group, LLC

Jenna Blevins (CRD# 4248484) is an Investment Advisor Representative working at The Retirement Group, LLC in Colleyville, TX and has over 23 years of experience in the finance industry.

Similar Advisors
Kyle Eaton, financial advisor Colleyville TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management
Similar Advisors
John Cravens, financial advisor Colleyville TX
John B. Cravens
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
Similar Advisors
Mark Patton, financial advisor Colleyville TX
Mark A. Patton
CRD# 2492919
Patton Wealth Advisors
Company Name Location Dates Years
Osaic Wealth, Inc. Colleyville, TX Nov 2023 - Current < 1
The Retirement Group, LLC San Diego, CA Jan 2016 - Current 8
Crescent Financial Services Colleyville, TX Jun 2000 - Current 23
Fsc Securities Corporation, Inc. Colleyville, TX Jun 2000 - Nov 2023 23
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2001
Contact Info for Jenna L. Blevins
Phone Number: 800-900-5867
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    544
    MILLIONS
  • Total Number of Accounts
    1,773
    ACCOUNTS
  • Average Account Value
    $307,080
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, ID, IL, IN, LA, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OK, OR, SD, TX, UT, VA, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.