Joshua Jenkins, financial advisor Omaha NE
89 score

Joshua Jenkins

CRD Number: 6167497
Current Firm: Cls Investments, LLC

Joshua Jenkins (CRD# 6167497) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 3 years of experience in the finance industry.

Similar Advisors
Rick Young, financial advisor Omaha NE
Rick A. Young
CRD# 2747345
Cambridge Investment Research Advisors, Inc.
Score
101
Similar Advisors
Eric Gustafson, financial advisor Omaha NE
Eric A. Gustafson
CRD# 5305235
Wells Fargo Advisors, LLC
Score
100
Similar Advisors
Derek Burry, financial advisor Omaha NE
Derek M. Burry
CRD# 5864943
Mutual Of Omaha Investor Services, Inc.
Score
98
Company Name Location Dates Years
Cls Investments, LLC Omaha, NE Mar 2013 - Current 3
Unemployed Omaha, NE Jan 2013 - Mar 2013 < 1
Auriga Usa, LLC New York, NY Jul 2010 - Jan 2013 2
Unemployed Omaha, NE May 2010 - Jul 2010 < 1
University Of Nebraska Dining Service Lincoln, NE Aug 2009 - May 2010 < 1
Wisconsin Physicians Service Omaha, NE May 2009 - Aug 2009 < 1
University Of Nebraska Dining Service Lincoln, NE Aug 2008 - May 2009 < 1
Macdonalds Omaha, NE May 2008 - Aug 2008 < 1
University Of Nebraska Dining Service Lincoln, NE Aug 2007 - May 2008 < 1
Macdonalds Omaha, NE May 2007 - Aug 2007 < 1
University Of Nebraska Dining Service Lincoln, NE Aug 2006 - May 2007 < 1
Kabredlos Gas Station Omaha, NE Jun 2004 - Aug 2006 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Joshua R. Jenkins
Phone Number: 402-493-3313
Firm Website: http://www.clsinvest.com
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    7,211
    MILLIONS
  • Total Number of Accounts
    26,903
    ACCOUNTS
  • Average Account Value
    $268,025
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, MA, 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
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.