Charles
Jenks
Financial Security Advisory Inc
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About this Advisor
Charles Jenks is a certified financial planner and chartered financial consultant who works in Newport News, Virginia with 26 years of relevant experience. Jenks is an employee of Financial Security Advisory Inc. Over the course of their career, Jenks has held roles at #Ia Financial Security Advisory, Incorpo and Financial Security Management, Inc. Jenks holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida, North Carolina, Texas and Virginia. Financial Security Advisory Inc is a firm based in Virginia Beach, VA. The company has offices in five locations and a total of 32 advisors. It administers $1 billion in assets across its 5,136 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm serves 18 charitable organizations. Of its 5,136 client accounts, just 14% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services vary depending on which services the firm provides the client. Fees billed by Financial Security Advisory Inc can consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Security Advisory Inc Brokerage Details
$1,120,811,585
32
5,136
$218,227
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Charles Jenks Work History
Charles has been registered as a financial advisor for 26 years.*
#Ia Financial Security Advisory, Incorpo
Financial Security Management, 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 Charles Jenks 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 Financial Security Advisory Inc
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Newport News, VA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
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.
