Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jenkin is an investment advisor representative associated with Knights Of Columbus Asset Advisors LLC. William is registered in Washington and has been in the industry for 21 years. William has experience in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. William specializes in the following areas: investment advisory services, financial planning, and selection of other advisers. William has previously worked with NYLIFE SECURITIES LLC and EDWARD JONES.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
WA
03/13/2024 - Present
Knights OF Columbus Asset Advisors LLC (Prosser WA)
WA
04/05/2021 - 08/03/2023
NYLIFE SECURITIES LLC (PROSSER WA)
WA
04/05/2007 - 03/07/2019
EDWARD JONES (PROSSER WA)
CA
08/28/2000 - 03/16/2007
FARMERS FINANCIAL SOLUTIONS, LLC (RAMONA CA)
IA
Issued 01/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure William Jenkin is the right advisor for you? Invested Better is here to help.
