Jenny Don Carlos, financial advisor Fort Worth TX

Jenny Don Carlos

CRD Number: 5454175
Current Firm: Smh Capital Advisors LLC

Jenny Don Carlos (CRD# 5454175) is an Investment Advisor Representative working at Smh Capital Advisors LLC in Fort Worth, TX and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Sanders Morris Harris Inc. Forth Worth, TX Nov 2007 - Current 13
Smh Capital Advisors, Inc. Fort Worth, TX Nov 2007 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2009
Contact Info for Jenny Don Carlos
Phone Number: 817-569-7000
Firm Website: http://www.smhca.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    303
    MILLIONS
  • Total Number of Accounts
    333
    ACCOUNTS
  • Average Account Value
    $910,223
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, MO, NH, NJ, NM, NY, OH, OK, PA, TX, VA, WI, WY

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