James
Jenkins
Cherokee & Walker Management
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About this Advisor
James Jenkins is a financial advisor based in Salt Lake City, Utah, working with Cherokee & Walker Management. James has previously held a position at Cherokee & Walker Management, LLC. James has passed the Series 65 regulatory exam and is registered to provide services in Arizona and Utah. Currently, James is part of Cherokee & Walker Management, which operates out of Salt Lake City, Utah. The firm has 7 employees and manages assets totaling $136.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for pooled investment vehicles. The fee structure at Cherokee & Walker Management includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cherokee & Walker Management Brokerage Details
$136,350,095
7
9
$15,150,011
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
James Jenkins Work History
Cherokee & Walker Management, LLC
Disclosures
Please visit the SEC profile of James 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 Cherokee & Walker Management
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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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