Charles
Jenkins
Lombard Advisers Inc
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About this Advisor
Charles Jenkins is a financial advisor working out of Baltimore, Maryland with a total of 7 years of industry experience. Jenkins is an advisor for Lombard Advisers Inc. Throughout their career, Jenkins has worked at Janney Montgomery Scott LLC and Lombard Securities Inc. Jenkins holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Lombard Advisers Inc is an advisory business that has its headquarters in Baltimore, MD. The investment advisory business has offices in 21 locations and a total of 43 employees. It has $258 million in total assets between its 1,067 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves nine charities and foundations. Of its 1,067 client accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Lombard Advisers Inc performs a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually vary depending on the type of services offered. However, fee types charged by Lombard Advisers Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lombard Advisers Inc Brokerage Details
$257,681,888
43
1,067
$241,501
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Charles Jenkins Work History
Charles has been registered as a financial advisor for 7 years.*
Lombard Securities Inc
Janney Montgomery Scott LLC
*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 Charles 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 Lombard Advisers Inc
Hardy, VA
Baltimore, MD
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Newport News, VA
Carbondale, IL
Baltimore, MD
York, PA
Baltimore, MD
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