Alexander
Jenkins

Dimensional Fund Advisors Lp

CRD#5522818
Investment Advisor
in Charlotte, NC
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About this Advisor

Alexander Jenkins is an investment advisor who works in Charlotte, North Carolina. Currently an investment advisor with Dimensional Fund Advisors Lp, Jenkins has 12 years of work experience. Jenkins holds a Series 63 license, which qualifies the advisor as a securities broker. Jenkins can operate based out of Texas. The advisor has gained experience at Metropolitan West Asset Management, LLC, Mwam Distributors, LLC, Dsm Capital Partners, Trust Company Of The West, Tcw Funds Distributors, Quasar Distributors, LLC and Dimensional Fund Advisors. Dimensional Fund Advisors Lp is based out of Charlotte, North Carolina, and has two other locations throughout the United States. As an advisor firm, Dimensional Fund Advisors Lp manages $637 billion in assets across 465 client accounts and retains more than 863 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Dimensional Fund Advisors Lp provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. The firm's fees may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

201 N Tryon Street Suite 2200/2300
Charlotte, NC 28202

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$636,627,401,726

NC Average: $3,042,739,679
Total Number of Employees

863

NC Average: 49
Total Number of Accounts

465

NC Average: 2,315
Average Account Size

$1,369,091,187

NC Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Alexander Jenkins Work History

Alexander has 12 years of experience.

2014 - Present (5 years)

Dimensional Fund Advisors

2013 - 2014 (1 years)

Dsm Capital Partners

2013 - 2014 (1 years)

Quasar Distributors, LLC

2010 - 2013 (3 years)

Trust Company Of The West

2010 - 2013 (3 years)

Tcw Funds Distributors

2008 - 2010 (2 years)

Mwam Distributors, LLC

2006 - 2010 (4 years)

Metropolitan West Asset Management, LLC

Disclosures

Alexander 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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