Joseph JenkinsCRD Number: 5436400
Current Firm: Mml Investors Services, LLC
Joseph Jenkins (CRD# 5436400) is an Investment Advisor Representative working at Mml Investors Services, LLC in Minneapolis, MN and has over 8 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Mml Investors Services, LLC||Minneapolis, MN||Jul 2015 - Current||1|
|Massmutual||Minneapolis, MN||Jun 2015 - Current||1|
|Northwestern Mutual Investment Services, LLC||Hudson, WI||Dec 2013 - Jul 2015||1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Oct 2007 - Jul 2015||7|
|Northwestern Mutual Investment Services, LLC||Hudson, WI||Oct 2007 - Jul 2015||7|
|Grandma's Restaurant Inc.||Duluth, MN||May 2005 - Aug 2007||2|
|University Of Minnesota Duluth||Duluth, MN||Sep 2002 - Dec 2006||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
|S63||Uniform Securities State Law Examination||Feb 2008|
Total Assets Under Management666MILLIONS
Total Number of Accounts3,874ACCOUNTS
Average Account Value$171,955
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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.