James
Jenkins
Lpl Financial LLC
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About this Advisor
James Jenkins is a financial advisor working out of Lynnwood, Washington with 2 years of industry experience. Jenkins currently works for Lpl Financial LLC. During their career, the advisor has held roles at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Letip International-Bothell-Monroe Chapter, Shari Jenkins, Shari & James Jenkins, Real Estate, Greater Puget Sound Solutions (Dba) and Lpl Financial LLC. Jenkins holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Montana, Texas and Washington. Lpl Financial LLC is a company based in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 people on staff. It manages $368 billion in assets under management across its 1,688,501 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 accounts, 31% belong to high-net-worth clients who have more than $1 million in assets available to invest. Lpl Financial LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees largely are based on which services are provided. However, fees billed by Lpl Financial LLC likely consist of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
- Educational seminars/workshops
- Other
James Jenkins Work History
James has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Greater Puget Sound Solutions (Dba)
Shari & James Jenkins
Shari Jenkins
Real Estate
Letip International-Bothell-Monroe Chapter
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed, 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 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 Lpl Financial LLC
Fort Mill, SC
Lawrenceburg, IN
Festus, MO
Arlington Heights, IL
Danville, IL
Guntersville, AL
Dyersburg, TN
Boston, MA
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.
