Daniel
Lee

Jenkins Wealth

CRD#6473148
Investment Advisor
in Englewood, CO

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About this Advisor

Daniel Lee is a financial advisor based in Englewood, Colorado, working with Jenkins Wealth. Daniel has previously held positions at Best Buy, University Of Northern Colorado, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Jos A Bank, Brothers Financial Group, Aroundcampus Group, Charles Schwab & Co., Inc, Schwab Private Client Investment Advisory, Jenkins Wealth, Modern Millennial Wealth LLC, and Market Guard. Daniel has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Colorado. Currently, Daniel is part of Jenkins Wealth, which operates out of Englewood, Colorado. The firm has 4 offices and 6 employees. The firm manages assets totaling $313.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Jenkins Wealth includes asset-based and hourly fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

8310 South Valley Highway Suite 205
Englewood, CO 80112

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Jenkins Wealth Brokerage Details

Total Assets Under Management

$313,283,314

CO Average: $2,349,664,866
Total Number of Employees

6

CO Average: 28
Total Number of Accounts

1,615

CO Average: 1,101
Average Account Size

$193,983

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Daniel Lee Work History

2021 - Present (4 years)

Market Guard

2020 - 2021 (1 year)

Modern Millennial Wealth LLC

2019 - 2020 (1 year)

Jenkins Wealth

2018 - 2019 (1 year)

Schwab Private Client Investment Advisory

2016 - 2016 (< 1 year)

Brothers Financial Group

2016 - 2018 (2 years)

Charles Schwab & Co., Inc

2015 - 2016 (1 year)

Northwestern Mutual Life Insurance Company

2015 - 2016 (1 year)

Northwestern Mutual Investment Services LLC

2015 - 2015 (< 1 year)

Jos A Bank

2014 - 2015 (1 year)

Best Buy

2014 - 2014 (< 1 year)

Aroundcampus Group

2012 - 2016 (4 years)

University Of Northern Colorado

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Disclosures

Please visit the SEC profile of Daniel Lee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Jenkins Wealth

David Henderson
Englewood, CO
Edward Gerber
Englewood, CO
Daniel Lee
Englewood, CO
Corey Ward
Spring Hill, FL
Jacquelyn Campbell
Odessa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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