Jenkins Wealth™ is a Registered Investment Advisor with the SEC (Securities and Exchange Commission), and as a Registered Investment Advisory firm, we are held to a fiduciary standard. This is important when seeking counsel for your financial well-being.
The world of investment advice is plagued with conflicts of interest, obscure disclosure and an overall lack of transparency. At Jenkins Wealth, we believe in creating Trust through Transparency. Seeking out an investment adviser who will act as your fiduciary can help to eliminate many of the problems associated with commission-oriented, product focused salespeople. Because a fiduciary is required, by law, to give full disclosure of how they are paid as well as any conflicts of interest they may have, before you do business with them, you as the consumer are in a better position to make an informed decision.
Because of this, Jenkins Wealth has established itself as a fee based Registered Investment Advisory firm. Jenkins Wealth does not charge commissions for any sales, trades or investment transactions inside our managed portfolios, as is common with broker dealers. This fee method of compensation is important, as it puts our clients’ interests first. Our clients can remain 100% confident that any investment recommended will be based on meeting their financial objectives.
CEO, Chief Investment Strategist
Brad Jenkins is the CEO and Chief Investment Strategist for Jenkins Wealth. With over 15 years of experience in the industry, he serves as the lead investment advisor for the firm. Brad believes that an educated investor is an empowered investor, and because of this, he dedicates his time and energy to help his clients gain a complete understanding of their personal financial situation. At Jenkins Wealth, we build trust through transparency.
Brad graduated from Azusa Pacific University, focusing his education toward business and communications. He is the host of The Brad Jenkins Show, “Making Sense of Making Money”, has been a financial columnist, and interviewed and cited in numerous publications. He is currently in the process of obtaining his Certified Financial Planning designation.
Brad and his family understand we are here to serve others with the gifts and talents God has instilled in us. Because of this, he and his family have dedicated their time and resources to help start a church called Lighthouse Church in Parker, Colorado. Jenkins Wealth has been built upon a biblical foundation. We believe that God instructs all of us to be good stewards of our money, and we have faithfully committed ourselves to helping others achieve the success that God has planned for their financial lives.
Sr. Director of Operations
A long-time veteran in the industry, Heather has been in financial operations for over 20 years. Her experience is invaluable to the firm, and clients see that from the first moment they interact with her. After taking a short hiatus from the industry to attend Culinary School, she joined Jenkins Wealth in 2012. Heather’s primary focus is utilizing her background and depth of knowledge of the industry to educate and help our clients. She is an excellent resource for service requests, questions and even a recipe or two!
A native of Minnesota, Heather has been in Colorado since 1995. She and her future husband live in the beautiful foothills and enjoy many of the outdoor activities that Colorado has to offer.
Client Service Specialist
Cindy joined the financial services sector in the mid-1980’s, primarily in operations, paraplanner, and client service roles. She shifted her focus to residential real estate sales during the 1990’s while her children were small, and then returned to financial services in 2001. Her knowledge, dedication to our clients, and friendly demeanor make her a welcome addition to our team. Cindy and her husband enjoy traveling, hiking, and listening to live music.
Samantha has an extensive background assisting CPA and law firms with their daily operations. She now partners with Jenkins Wealth to provide our clients with the highest level of client service and support. While caring for our clients in a way that makes them feel as important as they truly are, she is assisting our team with the daily operations that is essential to the success of Jenkins Wealth. In addition to being a great team member, she is also a wonderful mother who takes care of her son with the same care as our clients. With Samantha you are always in great hands.
Marketing & Advertising
Brittany brings a vast array of knowledge and experience to Jenkins Wealth with her expertise in the marketing industry. Her resume boasts an impressive list of companies of all sizes where she has created significant impact. She now brings that same high level of knowledge and experience to the firm. In addition to her hard work and dedication with the company, she graciously dedicates her time with charities and her local church.
On-boarding / New Business Specialist
Alyson has excelled with her abilities in the financial services industry, and has played a significant roll with Jenkins Wealth. She initially became interested in financial planning while working as an annuity operations specialist, and decided to follow her interests out west. Her role is to ensure the on-boarding and customer service process goes smoothly for our clients by being proactive and positive. Originally from Atlanta, she has fallen in love with the great state of Colorado. When she’s not at work you can find her hiking, kayaking, and spoiling her dog, Calvin.