Shari Jenkins, financial advisor Bellingham WA
96 score

Shari Jenkins

CRD Number: 1276723
Current Firm: Waddell & Reed

Shari Jenkins (CRD# 1276723) is an Investment Advisor Representative working at Waddell & Reed in Bellingham, WA and has over 32 years of experience in the finance industry. Shari Jenkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Shari & James Jenkins Inc. Bothell, WA Jan 2013 - Current 3
N/a Bothell, WA Sep 2008 - Current 8
Various Insurance Carriers For W & R Insurance Agencies Bothell, WA Jan 2000 - Current 16
Waddell & Reed, Inc. Lynnwood, WA Jun 1984 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Contact Info for Shari S. Jenkins
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • GA
  • MT
  • NH
  • NC
  • TX
  • UT
  • VA
  • WA
  • FL
  • ID
  • PA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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