Donald Jenkins, financial advisor South Burlington VT
93 score

Donald Jenkins

CRD Number: 3140791
Current Firm: Nfp Advisor Services, LLC

Donald Jenkins (CRD# 3140791) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in South Burlington, VT and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Nfp Securities Inc. S. Burlington, VT Feb 2011 - Apr 2016 5
Morgan Stanley Smith Barney Burlington, VT Jun 2009 - Feb 2011 1
Morgan Stanley & Company, Incorporated Burlington, VT Aug 2007 - Jun 2009 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington, VT Sep 2005 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1998
Contact Info for Donald W. Jenkins
Phone Number: 512-697-6000
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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