JENKINS WEALTH

Latest filing: Apr 01, 2024 (522 days ago)
View on IAPD
Adviser Website

AUM

$313,283,314
0% change vs. 1 year ago
28% change vs. 3 years ago
47% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

6
0% change vs. 1 year ago
-33% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

ENGLEWOOD, CO
8310 SOUTH VALLEY HIGHWAY, ENGLEWOOD, CO, UNITED STATES, 80112

Client AUM

Discretion AUM
Discretionary $0.3
Non-Discretionary $0.0
Total $0.3
Client AUM
Retail $0.3
Pooled $0.0
Institutional $0.0
Total $0.3
Retail Accounts AUM
Individual 603 $0.2
Average Individual AUM $385,242
HNW 40 $0.1
Average HNW AUM $1,933,679
Retail Total 643 $0.3
Average Retail AUM $481,568

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
CHARLES SCHWAB & CO., INC. SAN FRANCISCO-CA-USA $0.2

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.3
Retail SMA AUM $0.3
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 96% $0.3
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 1% $0.0
Other Pools 0% $0.0
Cash 3% $0.0
Other 0% $0.0
Total 100% $0.3

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
IMPACT PARTNERSHIP WEALTH, LLC $1.7 313928

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

No control persons found

ADVDB.CO • SOURCE: SEC

Representatives

5 active representatives found

Name City State Exams Designations
DANIEL LEE ENGLEWOOD CO S66|2017-03-13|S63|2016-05-19 CERTIFIED FINANCIAL PLANNER
DAVID HENDERSON ENGLEWOOD CO S63|2000-07-24 CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT
EDWARD GERBER ENGLEWOOD CO S63|1998-02-02|S66|2003-12-17|S65|2019-04-05
JACQUELYN CAMPBELL ENGLEWOOD CO CERTIFIED FINANCIAL PLANNER|PERSONAL FINANCIAL SPECIALIST
COREY WARD ENGLEWOOD CO S63|2008-09-29|S65|2016-01-03 CERTIFIED FINANCIAL PLANNER

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
CO, AL-11/17/2020, AZ-11/17/2020, CA-05/02/2017, CO-05/02/2017, CT-02/14/2023, DC-11/17/2020, FL-11/17/2020, GA-11/17/2020, IL-02/14/2023, LA-05/02/2017, MA-02/14/2023, MD-06/30/2020, MN-02/14/2023, MO-02/14/2023, NC-11/17/2020, NE-08/17/2018, NY-02/14/2023, OH-02/14/2023, PA-02/14/2023, SC-02/14/2023, TN-11/17/2020, TX-09/30/2019, VA-06/30/2020
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
MANAGER SELECTION
EDUCATIONAL WORKSHOPS
OTHER ACTIVITIES
INSURANCE AGENT

ADVDB.CO • SOURCE: SEC FORM ADV