Unclaimed Profile

Melissa Ann Jenkins

RW INVESTMENT MANAGEMENT LLC·EAGLE, Idaho

Series 7, Series 66Clean record15 years registeredRW INVESTMENT MANAGEMENT LLC

1028 S. BRIDGEWAY PLACE, EAGLE, ID 83616CRD# 5421608Firm CRD# 282707

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Melissa Ann Jenkins · EAGLE, ID

Registration

CRD #5421608 · RW INVESTMENT MANAGEMENT LLC · 15 years registered

Brand Profile

Not yet started

Career History

RW INVESTMENT MANAGEMENT LLC

Feb 2016 – present

RATHBONE WARWICK INVESTMENT MANAGEMENT

Jul 2014 – Feb 2016

BOISE, ID

WELLS FARGO ADVISORS, LLC

Oct 2010 – Jul 2014

BOISE, ID

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · October 15, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RW INVESTMENT MANAGEMENT LLC

CRD 282707 · SEC 801-107268

AUM

$1.4B

Regulatory assets under management

Employees

2,334 client accounts

Services offered by RW INVESTMENT MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RW INVESTMENT MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Melissa Ann Jenkins offer?

Melissa Ann Jenkins specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EAGLE, Idaho for a consultation.

What are Melissa Ann Jenkins's credentials?

Melissa Ann Jenkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melissa Ann Jenkins located?

Melissa Ann Jenkins is based in EAGLE, Idaho, working with RW INVESTMENT MANAGEMENT LLC. Their office serves clients in the EAGLE metropolitan area and surrounding communities.

How does Melissa Ann Jenkins charge for services?

Melissa Ann Jenkins's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RW INVESTMENT MANAGEMENT LLC?

RW INVESTMENT MANAGEMENT LLC has approximately 19 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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