Joshua Jenkins, financial advisor Kennett Square PA
90 score

Joshua Jenkins

CRD Number: 6161776
Current Firm: Mml Investors Services, LLC

Joshua Jenkins (CRD# 6161776) is an Investment Advisor Representative working at Mml Investors Services, LLC in Kennett Square, PA and has over 3 years of experience in the finance industry.

Similar Advisors
Thomas McKeon, financial advisor Kennett Square PA
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
Similar Advisors
Frederick Hubler, Jr., financial advisor Kennett Square PA
Frederick E. Hubler, Jr.
CRD# 4401049
Triad Advisors, Inc.
Score
103
Similar Advisors
Kurt Angstadt, financial advisor Kennett Square PA
Kurt Angstadt
CRD# 4726951
Newbridge Wealth Management
Score
103
Company Name Location Dates Years
Mml Investors Services Kennett Square, PA Jan 2015 - Current 1
Mass Mutual Kennett Square, PA Dec 2014 - Current 2
National Life/keyadvisors Media, PA Feb 2013 - Nov 2014 1
Equity Services, Inc. Media, PA Feb 2013 - Nov 2014 1
Greenwing Solutions, Inc. Wilmigton, DE May 2012 - Feb 2013 < 1
Jenkins Home Improvement Oxford, PA Oct 2007 - May 2012 4
Medline Industries, Inc. Mundelein, IL Oct 2004 - Oct 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Joshua P. Jenkins
Phone Number: (413)737-8400
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Other
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Joshua Jenkins and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.