Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua R. Jenkins is a Registered Investment Advisor Representative and has been working in the financial industry since 2013. Joshua R. Jenkins is currently employed by Lutz Financial in Omaha, NE. Joshua R. Jenkins has a Series 65 license and a designation as a Chartered Financial Analyst. Joshua R. Jenkins specializes in working with individuals, high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans. Joshua R. Jenkins offers advisory services such as financial planning, portfolio management for individuals and businesses, pension consulting, and portfolio management for pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NE
10/28/2020 - Present
Lutz Financial (OMAHA NE)
IA
Issued 11/13/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Joshua Jenkins is the right advisor for you? Invested Better is here to help.
