JJ
CFA
JJ
CFA

Joshua R Jenkins

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
881 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$500K
Minimum Annual Fee:$5,000
Loading...

Location

13616 California Street, Suite 300, Omaha, NE, 68154-5336

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Lutz Financial
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Cls Investments, LLC
November 2013 - September 2018 · 4 yrs 10 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.
Joshua R Jenkins - Financial Advisor | TrueAdvisor