Barry Jenkins (CRD# 1300722) is an Investment Advisor Representative working at Lpl Financial LLC in Sugar City, ID and has over 28 years of experience in the finance industry.
CRD# 4848609
Lpl Financial LLC
CRD# 2156931
Edward Jones
CRD# 5983981
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | West Jordan, UT | Dec 2023 - Current | < 1 |
Ashworth Wealth LLC | Salt Lake City, UT | May 2018 - Dec 2023 | 5 |
Osaic Wealth Inc. | Salt Lake City, UT | Jul 2012 - Dec 2023 | 11 |
Ashworth Wealth, LLC | South Jordan, UT | Jul 2012 - Dec 2023 | 11 |
Ashworth Empey Financial | Salt Lake City, UT | Jul 2012 - May 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1998 |
S65 | NASAA Investment Advisors Law Examination | Nov 1995 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
- ID
- TX
-
Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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