Charles JenkinsCRD 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.
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
Staley Capital Advisers Inc.
|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|
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
Total Assets Under Management6MILLIONS
Total Number of Accounts33ACCOUNTS
Average Account Value$193,603
- A percentage of assets under your management
- 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)
LA, MD, NC, PA, TX, VA