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Barbara Kathryn Jenks

CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC·THE WOODLANDS, Texas
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10200 GROGAN'S MILL ROAD, THE WOODLANDS, TX 77380CRD# 2801669Firm CRD# 154238
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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.

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Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
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Firm Overview

Firm
CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC
CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC
AUM
$502M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2801669
Firm CRD# 154238
No disclosures on file
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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Other advisors in THE WOODLANDS
Thomas Jerome Pisula — PINECROFT CORE MANAGEMENT, LLCWael M. Asi — PINECROFT CORE MANAGEMENT, LLCDavid M. Teague — PINECROFT CORE MANAGEMENT, LLCEnrique Quintero — PINECROFT CORE MANAGEMENT, LLCJames N. Pisula — PINECROFT CORE MANAGEMENT, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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