Ima Wealth, Inc
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About this Advisor
Samantha Jenkins is a certified financial planner whose office is in Denver, Colorado. Currently an investment advisor at Ima Wealth, Inc, they have accrued 11 years of professional experience as a financial advisor. Jenkins has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Jenkins is registered to serve clients based out of Colorado, Kansas and Texas. Over the course of their career, Jenkins has held roles at Truenorth, Inc. Ima Wealth, Inc is headquartered in Denver, Colorado, and operates out of two other offices throughout the nation. In total, Ima Wealth, Inc oversees $471 million in assets throughout 329 accounts and retains 19 staff members. The amount of assets the firm manages places it among the larger firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 29% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Ima Wealth, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. The firm's fees may include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Ima Wealth, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Samantha Jenkins Work History
Samantha has 11 years of experience.
Samantha Jenkins has no disclosures.
Please visit their SEC profile for more details.