Charles Frederick Jenks Jr
CFP®Professional Summary
Charles Frederick Jenks JR, CFP® is a registered financial advisor currently at FINANCIAL SECURITY ADVISORY INC located in Newport News, Virginia and FINANCIAL SECURITY MANAGEMENT, INCORPORATED located in Newport News, Virginia. Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Charles has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Comprehensive Financial Planning
- Divorce Planning
- Insurance Planning
- Budgeting
- Investment Planning
- Employee and Employer Plan Benefits
- Tax Planning
- Retirement Planning
- Estate Planning
- Debt Management
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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COLONIAL RIVER WEALTH MANAGEMENT LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
40 years in the financial services industry
Current & Past Employments
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Current Firm
FINANCIAL SECURITY ADVISORY INC
Contact Information
Main Address
477 Viking Drive Suite 305, Virginia Beach, VA 23452Phone Number
(757) 431-1414# of Employees
37SEC notice filing (26 States and Territories)
Registered to provide investment advisory services in 26 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
3,393AUM (Assets Under Management)
$1,946,076,910Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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COLONIAL RIVER WEALTH MANAGEMENT LLC
Primary Firm SEC Registration
FINANCIAL SECURITY ADVISORY INC
State Registrations and Notice Filings
(6/22/2001)
(2/13/2014)
(1/10/2023)
(1/16/1998)
(1/6/2010)
(1/10/2023)
(6/1/2000)
(5/15/1997)
(7/3/1997)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Dec 1999About the Series 26 examSRO Registrations
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COLONIAL RIVER WEALTH MANAGEMENT LLC
CRS (Client Relationship Summary) - RIA
Click below to view Charles Frederick Jenks JR's CRS (Customer Relationship Summary).
Services Offered by Charles
- Comprehensive Financial Planning
- Divorce Planning
- Insurance Planning
- Budgeting
- Investment Planning
- Employee and Employer Plan Benefits
- Tax Planning
- Retirement Planning
- Estate Planning
- Debt Management
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COLONIAL RIVER WEALTH MANAGEMENT LLC
