Unclaimed Profile

Barbara Kathryn Jenks

CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC·THE WOODLANDS, Texas

Series 7, Series 63, Series 66Clean record20 years registeredCARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC

10200 GROGAN'S MILL ROAD, THE WOODLANDS, TX 77380CRD# 2801669Firm CRD# 154238

Profile Verification

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

Identity

Barbara Kathryn Jenks · THE WOODLANDS, TX

Registration

CRD #2801669 · CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC

CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC

Aug 2010 – Jan 2019

THE WOODLANDS, TX

LPL FINANCIAL CORPORATION

Feb 2007 – Aug 2010

PASADENA, TX

UVEST FINANCIAL SERVICES GROUP, INC.

Feb 2006 – Mar 2007

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · February 17, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC

CRD 154238 · SEC 801-71684

AUM

$502M

Regulatory assets under management

Employees

675 client accounts

Services offered by CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Barbara Kathryn Jenks offer?

Barbara Kathryn Jenks specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Barbara Kathryn Jenks's credentials?

Barbara Kathryn Jenks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barbara Kathryn Jenks located?

Barbara Kathryn Jenks is based in THE WOODLANDS, Texas, last registered with CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC.

How does Barbara Kathryn Jenks charge for services?

Barbara Kathryn Jenks's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC?

CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $502M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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