Diana
Jenkins

Silver Lake Capital Partners

CRD#873008
Investment Advisor
in Dallas, TX

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About this Advisor

Diana Jenkins is a financial advisor based in Dallas, Texas, working with Silver Lake Capital Partners. Diana has previously held positions at Raymond James Financial Services, Inc, Southern Methodist University, Raymond James Financial Services Advisors, Inc, H & R Block, Silver Lake Capital Partners LLC, Level Four Financial, LLC, and Malleck Wealth Management LLC. Diana has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Diana is part of Silver Lake Capital Partners, which operates out of Dallas, Texas. The firm has 4 employees and manages assets totaling $149.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Silver Lake Capital Partners includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

5005 L.B.J. Freeway Suite 720
Dallas, TX 75244

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Silver Lake Capital Partners Brokerage Details

Total Assets Under Management

$149,650,000

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

4

TX Average: 49
Total Number of Accounts

531

TX Average: 2,315
Average Account Size

$281,827

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Diana Jenkins Work History

2024 - Present (1 year)

Silver Lake Capital Partners LLC

2024 - Present (1 year)

Level Four Financial, LLC

2015 - 2024 (9 years)

Malleck Wealth Management LLC

2014 - 2024 (10 years)

Malleck Wealth Management LLC

2013 - 2017 (4 years)

H & R Block

2009 - 2024 (15 years)

Raymond James Financial Services Advisors, Inc

2008 - 2024 (16 years)

Raymond James Financial Services, Inc

2004 - 2017 (13 years)

Southern Methodist University

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Disclosures

Please visit the SEC profile of Diana 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 Silver Lake Capital Partners

Kirk Barrett
Dallas, TX
Diana Jenkins
Dallas, TX
David Malleck
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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