Donald Jenkins (CRD# 3140791) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in South Burlington, VT and has over 25 years of experience in the finance industry.
CRD# 1221155
Esi Financial Advisors
CRD# 2847135
Emg
CRD# 2932803
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | South Burlington, VT | Apr 2016 - Current | 8 |
| Kestra Investment Services, LLC | South Burlington, VT | Feb 2011 - Current | 13 |
| Nfp Securities Inc. | S. Burlington, VT | Feb 2011 - Apr 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 1998 |
- VT
-
Total Assets Under Management48,324MILLIONS
-
Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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