Charles Jenks
Charles Jenks is a CFP, ChFC-designated registered investment advisor at Financial Security Advisory INC, based in Newport News, VA, with 39 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,141 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.65% |
Fees are negotiable, especially for accounts above $20,000,000. Employees and their family-related accounts may be charged a reduced fee, or no fee, for services.
Fee Estimator
Location
800 Diligence Dr., Suite 100, Newport News, VA, 23606
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is the Vice President of Financial Security Group, Inc., offering life and health insurance sales and financial advisory services since 1997. This takes nearly full-time hours, including during trading hours.
Employment History
Current Registrations
Financial Security Advisory INC
Financial Security Management, IncorporatedBroker
Previous Registrations
Davenport-Dukes Financial Services, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Chubb Securities CorporationBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.