Charles Jenkins, financial advisor Upper Saint Clair PA
68 score

Charles Jenkins

CRD Number: 3182100
Current Firm: Lombard Advisers Incorporated

Charles Jenkins (CRD# 3182100) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Upper Saint Clair, PA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lombard Securities Incorporated Baltimore, MD Feb 2016 - Current < 1
Janney Montgomery Scott LLC Pittsburgh, PA Apr 2013 - Current 3
Pnc Investments Pittsburgh, PA May 2004 - Apr 2013 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Charles M. Jenkins
Phone Number: 410-342-1300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
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)
Types of Clients
Registered States


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