Samantha Jenkins (CRD# 3113351) is an Investment Advisor Representative working at Ima Advisory Services, Inc. in Denver, CO and has over 21 years of experience in the finance industry. Samantha Jenkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Truenorth, Inc./ima Wealth, Inc. | Denver, CO | Mar 2007 - Current | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2002 |
- CO
- TX
-
Total Assets Under Management912MILLIONS
-
Total Number of Accounts970ACCOUNTS
-
Average Account Value$939,751
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, CT, IL, KS, MO, NC, OK, TX
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