linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Charles M Jenkins

Lombard Advisers Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Charles? Claim Your Profile

About Charles M Jenkins

Charles M. Jenkins is a registered investment advisor representative with Lombard Advisers Inc., based in Baltimore, MD. Charles has been in the financial services industry since 1999. Charles has been registered with Lombard Advisers Inc. since February 2016, and was previously registered with Janney Montgomery Scott LLC, PNC Investments, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Charles has a Series 66, Series 7 and SIE license and is currently registered in Colorado, Florida, Illinois, New Jersey, Ohio, Pennsylvania, and Texas. In addition to his work with Lombard Advisers Inc., Charles is also the Vice President of the Pittsburgh Young Professionals, and a Board Member of the Downtown Rotary Club/Foundation of Pittsburgh.

Firm Information

Charles Jenkins is currently registered with Lombard Advisers Inc.. Lombard Advisers Inc. is an investment advisor based in Baltimore, MD. The firm provides portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Lombard Advisers Inc. has approximately $366 million in regulatory assets under management.
Lombard Advisers Inc.

1820 LANCASTER ST

BALTIMORE, MD 21231

$366.42M

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Charles Jenkins’s Registration & Firm History

MD

02/08/2016 - Present

Lombard Advisers Inc. (BALTIMORE MD)

PA

04/17/2013 - 01/29/2016

JANNEY MONTGOMERY SCOTT LLC (PITTSBURGH PA)

PA

05/10/2004 - 05/10/2013

PNC INVESTMENTS (PITTSBURGH PA)

NY

03/10/1999 - 04/19/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if Charles M Jenkins is right for you?

Licenses & Designations

BOTH

Issued 04/23/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Charles M Jenkins. Review regulatory record here.
Not sure if Charles M Jenkins is right for you?