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Kimberly Dawn Jenkins is an Investment Advisor Representative, registered with Beacon Wealth Consultants, Inc. in Virginia and Florida. Kimberly has been in the industry since June 2012. Kimberly's areas of specialization include retirement planning, college savings, insurance and estate planning. Kimberly provides financial planning and portfolio management for individuals and businesses. Kimberly's firm, Beacon Wealth Consultants, Inc., has a strong focus on serving high-net-worth individuals, pension and profit sharing plans, and charitable organizations.
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.
Estate administration, legacy coaching
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.
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VA
09/18/2012 - Present
Beacon Wealth Consultants, Inc. (ROANOKE VA)
IA
Issued 09/17/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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