Doug
Jenkins
Captrust
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About this Advisor
Doug Jenkins is a certified financial planner working in Wichita, Kansas who has 1 year of relevant experience. Jenkins works at Captrust. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Goldman Sachs, Virtus LLC, The University Of Kansas, Fort Scott Community College, Bank Of America, N.A, Frontier Wealth Management, LLC, Northern Trust, Purshe Kaplan Sterling Investments, Capfinancial Partners LLC (Captrust) and Capfinancial Securities LLC. Jenkins maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Kansas. Captrust is a company based out of Raleigh, NC. It has offices in 69 locations and a total of 1,338 financial advisors. It oversees $715 billion in total assets across its 76,254 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 136 charities and foundations. Of its 76,254 client accounts, 33% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees charged by financial advisors depend on which services are offered. Fee types billed by Captrust can consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Doug Jenkins Work History
Doug has been registered as a financial advisor for 1 years.*
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Frontier Wealth Management, LLC
Purshe Kaplan Sterling Investments
Northern Trust
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Goldman Sachs
Virtus LLC
The University Of Kansas
Fort Scott Community College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Doug Jenkins 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 Captrust
Raleigh, NC
Clarkston, MI
Raleigh, NC
Raleigh, NC
Clarkston, MI
Akron, OH
Sacramento, CA
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
