Samantha
Jenkins

Ima Wealth, Inc

CRD#3113351
Investment Advisor
in Denver, CO
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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

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

1705 17Th Street Suite 100
Denver, CO 80202

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Ima Wealth, Inc Brokerage Details

Total Assets Under Management

$443,053,757

CO Average: $2,243,162,756
Total Number of Employees

19

CO Average: 44
Total Number of Accounts

318

CO Average: 4,091
Average Account Size

$1,393,251

CO Average: $548,316

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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.

2007 - Present (12 years)

Truenorth, Inc

2007 - 2014 (7 years)

Truenorth, Inc

Disclosures

Samantha Jenkins has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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