Donald
Jenkins

Kestra Advisory Services, LLC

CRD#3140791
Investment Advisor
in South Burlington, VT

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About this Advisor

Donald Jenkins is a financial advisor based out of South Burlington, Vermont with a total of 7 years of industry experience. Jenkins works at Kestra Advisory Services, LLC. Jenkins has gained experience at Kestra Advisory Services, LLC, Kestra Investment Services, LLC and Nfp Securities Inc. Jenkins maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Vermont. Kestra Advisory Services, LLC is a registered investment business operating out of Austin, TX. The firm has offices in 544 locations and a total of 1,311 employees. It controls $42 billion in total assets between its 140,407 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 132 charities and foundations. Of its 140,407 client accounts, 17% belong to high-net-worth investors who have more than $1 million in assets. Kestra Advisory Services, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules depend on which services the firm provides the client. Fee types billed by Kestra Advisory Services, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

620 Hinesburg Rd Suite 200
South Burlington, VT 05403

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

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

1,311

VT Average: 49
Total Number of Accounts

140,407

VT Average: 2,315
Average Account Size

$297,671

VT Average: $1,314,358

Investment Advisory Services

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

Donald Jenkins Work History

Donald has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Kestra Advisory Services, LLC

2011 - Present (13 years)

Kestra Investment Services, LLC

2011 - 2016 (5 years)

Nfp Securities Inc

*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 Donald 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 Kestra Advisory Services, LLC

Nicole Simon
Austin, TX
Gary Ryberg
Austin, TX
Eloisa Vela
Austin, TX
Garrett Frey
Pittsburgh, PA
Michael Csedrik
Paramus, NJ
Brendan Duggan
Phoenix, AZ
Holly Lovell
Cushing, TX
Brandon Kee
Austin, TX

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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