Jenkins Wealth (Englewood)

Name: Jenkins Wealth
Address: 8310 South Valley Highway, Englewood, CO, 80112
Telephone: 720-457-6844

Jenkins Wealth is a large advisory firm based in Englewood. It manages $166.26 million of regulatory assets for 1,040 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Colorado, Louisiana, Nebraska, and Texas.

Jenkins Wealth provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jenkins Wealth: assets under management

The assets under management (AUM) of Jenkins Wealth is $166.26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $166.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $159.87 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 91% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 4% of the firm’s portfolio. Investments in investment and business development companies form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jenkins Wealth for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bradley Ryan Jenkins serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Bradley Ryan Jenkins is individuals with 1,019 clients and $137.72 million of assets under management. Among the 6 most similar advisory firms, Jenkins Wealth has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $166.26 million for 1,040 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Jenkins Wealth doesn't advise any private funds.

Careers at Jenkins Wealth

The company employs 7 people that are either part- or full-time employees. 29 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Bradley Ryan Jenkins has been acting as President since 1 Oct 2012. Heather Hope Janson joined the executive team most recently as the Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc Jenkins Wealth	Owner	1 Oct 2012	75% - 100%	46-1302083
Bradley Ryan Jenkins	President	1 Oct 2012	Other	5767464
Heather Hope Janson	Cco	1 Oct 2017	Other	2588308

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Bradley R. Jenkins	Owner	1 Oct 2012	50% - 75%	xxx-xx-xxxx

Based in Englewood

The principal office where Jenkins Wealth performs its advisory services is located at 8310 South Valley Highway, Englewood, CO 80112, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 720-457-6844 or by fax 720-457-6845. The normal business hours are 9:00 am - 5:00 pm (by appt only) on Monday - Friday. You can find more information about the New York firm at jenkinswealth.com.