Verified
Scott William Jenkins is a financial advisor with over 29 years of experience in the industry. Currently registered with Wealthpenn.comllc, Scott has a strong track record of success working with individuals, high net worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit sharing plans, and corporations or other businesses. Scott has experience with a variety of advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and investment companies. In addition to his current position at Wealthpenn.comllc, Scott has held previous positions at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Salomon Smith Barney Inc., and Lehman Brothers Inc. Scott holds a Series 3, 7, and 63 license. Scott is a valuable resource for investors seeking guidance on their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
08/17/2021 - Present
Morgan Stanley (Dallas TX)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SACRAMENTO CA)
CA
06/13/2000 - 04/02/2007
MORGAN STANLEY DW INC. (SACRAMENTO CA)
NY
07/31/1993 - 06/14/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/10/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 09/02/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1994
Series 3 - National Commodity Futures Examination
BC
Issued 06/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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