David
Henderson

Jenkins Wealth

CRD#2620639
Investment Advisor
in Englewood, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

David Henderson is a financial advisor based in Englewood, Colorado, working with Jenkins Wealth. David has previously held positions at Client One Securities, LLC and Jenkins Wealth. David has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, David 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 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

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

David Henderson Work History

2018 - Present (7 years)

Jenkins Wealth

2014 - 2017 (3 years)

Client One Securities, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of David Henderson 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started