Kimberly Jenkins, financial advisor Roanoke VA
90 score

Kimberly Jenkins

CRD Number: 5906861
Current Firm: Beacon Wealth Consultants, Inc.

Kimberly Jenkins (CRD# 5906861) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Roanoke, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Beacon Wealth Consultants, Inc. Roanoke, VA Jun 2012 - Current 4
School Rocky Mount, VA Aug 1995 - Current 21
Next Financial Group, Inc. Houston, TX Mar 2012 - Aug 2012 < 1
Beacon Wealth Consultants, Inc. Roanoke, VA Jun 2011 - May 2012 < 1
Liberty University Lynchburg, VA Aug 2008 - May 2012 3
Kroger Hardy, VA Jun 2006 - Dec 2011 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Kimberly D. Jenkins
Phone Number: 540-345-3891
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    78
    MILLIONS
  • Total Number of Accounts
    711
    ACCOUNTS
  • Average Account Value
    $109,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Other
Types of Clients
Registered States

CA, CO, FL, IN, KY, MI, MS, NC, NJ, OH, PA, SC, TX, VA, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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