James
Jenkins

Cherokee & Walker Management

CRD#6029120
Investment Advisor
in Salt Lake City, UT

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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

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

6440 South Wasatch Boulevard Suite 200
Salt Lake City, UT 84121

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Cherokee & Walker Management Brokerage Details

Total Assets Under Management

$136,350,095

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

7

UT Average: 12
Total Number of Accounts

9

UT Average: 1,115
Average Account Size

$15,150,011

UT Average: $622,084

Investment Advisory Services

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

James Jenkins Work History

2006 - Present (18 years)

Cherokee & Walker Management, LLC

Created with Highcharts 6.0.7

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

Ryan Spencer
Salt Lake City, UT
Paul Erickson
Salt Lake City, UT
Shane Peery
Salt Lake City, UT
James Jenkins
Salt Lake City, UT

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