Shari Jenkins, financial advisor Bellingham WA
86 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 33 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
Greater Puget Sound Solutions (dba) Lynnwood, WA Jan 2017 - Current 1
Shari & James Jenkins Inc. Bothell, WA Jan 2013 - Current 5
Real Estate Bothell, WA Sep 2008 - Current 9
Various Insurance Carriers For W&r Insurance Agencies Bothell, WA Jan 2000 - Current 18
Shari A Jenkins, Notary Lynnwood, WA Jan 1999 - Current 19
Waddell & Reed, Inc. Lynnwood, WA Jun 1984 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Shari S. Jenkins
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AK
  • GA
  • MT
  • NH
  • TX
  • VA
  • WY
  • UT
  • WA
  • CA
  • FL
  • ID
  • PA
By the Numbers
  • Total Assets Under Management
    19,057
    MILLIONS
  • Total Number of Accounts
    153,035
    ACCOUNTS
  • Average Account Value
    $124,526
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, WY

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BADGES
86

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