William C. Jenkins
Professional summary
William Christopher Jenkins, who also goes by William Jenkins, is a registered financial advisor currently at CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. located in Franklin, Tennessee.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. William has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Christopher Jenkins's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 15, 2025 - Present
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
July 3, 2013 - September 18, 2025
CAPITAL CLIENT GROUP, INC.
February 3, 2011 - September 18, 2025
CAPITAL CLIENT GROUP, INC.
July 23, 1997 - January 10, 2011
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC
August 22, 1995 - May 9, 1997
CAPITAL CLIENT GROUP, INC.
Primary Firm SEC Registration
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
CRD#: 312837 / SEC#: 801-121267
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/15/2025)
(9/16/2025)
(9/16/2025)
(9/16/2025)
(9/17/2025)
(9/15/2025)
(9/16/2025)
Exams
Current Firm
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
CRD#: 312837 / SEC#: 801-121267
Contact information
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 12,073 |
| AUM (Assets Under Management) | $ 42,713,999,861 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2024 | ||
| 07/28/2023 | ||
| 10/26/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
