Joshua JenkinsCRD 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.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|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|
Total Assets Under Management7,211MILLIONS
Total Number of Accounts26,903ACCOUNTS
Average Account Value$268,025
- A percentage of assets under your management
- Performance-based fees
- 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
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
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