Unclaimed Profile

Barbara Kathryn Jenks

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

Clean recordCARLTON, 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Barbara Kathryn Jenks is a registered financial advisor based in THE WOODLANDS, Texas, affiliated with CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC

AUM

$502M

Regulatory assets under management

Employees

Total firm employees

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

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2801669

Firm CRD# 154238

View on FINRA BrokerCheck →

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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. Contact their office in THE WOODLANDS, Texas for a consultation.

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, working with CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.

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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