Barry
Jenkins

Ashworth Wealth, LLC

CRD#1300722
Investment Advisor
in South Jordan, UT

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About this Advisor

Barry Jenkins is a financial advisor operating in South Jordan, Utah with 11 years of industry experience. Jenkins is an advisor for Ashworth Wealth, LLC. Their career trajectory has included roles at Royal Alliance, Ashworth Empey Financial and Ashworth Wealth LLC. Jenkins holds Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Nebraska, Texas and Utah. Ashworth Wealth, LLC is a financial advisory business that has its headquarters in South Jordan, UT. It controls $247 million in total assets among its 739 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 739 client accounts, 23% belong to high-net-worth clients who have at least $1 million in assets available to invest. Ashworth Wealth, LLC offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules usually are based on which service is offered. Fees charged by Ashworth Wealth, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

11 years

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, Hourly Charges, Fixed Fees

Office Location

897 W. Baxter Dr.
South Jordan, UT 84095

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Ashworth Wealth, LLC Brokerage Details

Total Assets Under Management

$247,099,724

UT Average: $693,624,108
Total Number of Employees

7

UT Average: 12
Total Number of Accounts

739

UT Average: 1,115
Average Account Size

$334,370

UT Average: $622,084

Investment Advisory Services

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

Barry Jenkins Work History

Barry has been registered as a financial advisor for 11 years.*

2018 - Present (6 years)

Ashworth Wealth LLC

2012 - Present (12 years)

Royal Alliance

2012 - 2018 (6 years)

Ashworth Empey Financial

*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 Barry 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 Ashworth Wealth, LLC

Bryce Jenkins
South Jordan, UT
Barry Jenkins
South Jordan, UT
Peter Ferriello
South Jordan, UT

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.

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