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 Officer
Brad Jenkins is a CERTIFIED FINANCIAL PLANNER™ professional and the CEO and Chief Investment Officer 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 has been interviewed and cited in numerous publications.
Brad and his family understand they are here to serve others with the gifts and talents God has instilled in them. 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.
Since entering the financial services industry in 1995, David has focused on building strong client relationships through consistently reliable service and objective advice. He has made it a point to continue his education by earning the designations of CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant, and Chartered Life Underwriter. In addition, he has a bachelor’s degree in business administration from The University of Phoenix.
As someone who holds the Chartered Financial Consultant and Chartered Life Underwriter professional designations from The American College, David has signed the American College Professional Pledge, which forms the basis for all client relationships: “In all of my professional relationships, I pledge myself to the following rule of ethical conduct: I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstance, I would apply to myself.”
David and his wife Kristi are active members of Eastern Hills Community Church where they have attended since 2001. They realize that their lives are full of blessings and are committed to paying it forward as much as possible. They live in Aurora with their two Labradoodles, Jax and Landry and enjoy spending time with their daughter Mallory and her husband TJ. As Colorado natives David & Kristi both enjoy many of the activities and beauty this state has to offer.
Sr. Director of Operations & Chief Compliance Officer
A long-time veteran of 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, Heather joined Jenkins Wealth in 2012. Her 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-1980s, primarily in operations, paraplanner, and client services roles. She shifted her focus to residential real estate sales during the 1990s, while her children were small, and then returned to financial services in 2001. Cindy’s knowledge, dedication to clients, and friendly demeanor make her a welcome addition to the team.
Cindy and her husband enjoy traveling, hiking, and listening to live music.
Client Service Specialist
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 assists our team with the daily operations that are 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 that our clients get. 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. Brittany now brings that same high level of knowledge and experience to Jenkins Wealth. In addition to her hard work and dedication with the company, she graciously dedicates her time to charities and her local church.
Lauren has an extensive background in both back- and front-office administration. Her client-first focus will ensure that whomever she comes in contact with will be treated with the utmost courtesy and respect. Lauren was born and raised in Minnesota, attended college in Kansas, and now finds herself settling down in Denver, Colorado.