Donald W. Jenkins

KESTRA ADVISORY SERVICES

SOUTH BURLINGTON, VT 05403

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CRD#: 3140791

Professional summary

Donald W Jenkins, who also goes by Don Jenkins, Donald Waterman Jenkins, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in South Burlington, Vermont and KESTRA INVESTMENT SERVICES, LLC located in South Burlington, Vermont.

Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Donald has worked at 7 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don Jenkins | Donald Waterman Jenkins

Other business activities

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.

Business Name: NFP Corporate Services (NY), LLC Investment Related: Yes Address: 620 HINESBURG RD STE 200 South Burlington VT 05407 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: employee Start Date: 2/11/2011 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: investment and retirement planningBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald W Jenkins's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 21, 2016 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 620 Hinesburg Rd Suite 200, South Burlington, VT 05403

RIA

CRD#: 283330

SOUTH BURLINGTON, VT

Current

February 7, 2011 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 620 Hinesburg Rd. Suite 200, South Burlington, VT 05403

CRD#: 42046

South Burlington, VT

Past

February 11, 2011 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

AUSTIN, TX

Past

June 1, 2009 - February 24, 2011

MORGAN STANLEY

RIA

CRD#: 149777

BURLINGTON, VT

Past

June 1, 2009 - February 24, 2011

MORGAN STANLEY

CRD#: 149777

BURLINGTON, VT

Past

August 10, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

BURLINGTON, VT

Past

August 10, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

BURLINGTON, VT

Past

November 23, 2005 - August 14, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BURLINGTON, VT

Past

October 14, 2005 - August 14, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BURLINGTON, VT

Past

April 20, 2005 - September 28, 2005

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

BURLINGTON, VT

Past

February 1, 2005 - March 28, 2005

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

BURLINGTON, VT

Past

January 31, 2005 - September 28, 2005

CITIZENS SECURITIES, INC.

CRD#: 39550

JOHNSTON, RI

Past

December 3, 2003 - January 3, 2005

CHITTENDEN SECURITIES, LLC.

RIA

CRD#: 45190

BURLINGTON, VT

Past

March 14, 2001 - January 3, 2005

CHITTENDEN SECURITIES, LLC.

CRD#: 45190

BURLINGTON, VT

Past

December 11, 1998 - March 16, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(7/18/2024)

Connecticut
(5/3/2011)

Florida
(4/1/2011)

Illinois
(10/11/2013)

Maine
(4/1/2011)

Michigan
(10/14/2016)

Montana
(5/3/2011)

New Hampshire
(10/19/2018)

New Jersey
(5/3/2011)

New York
(2/7/2011)

South Carolina
(10/11/2024)

Vermont
(2/11/2011)

IAR

Vermont
(4/21/2016)

Virginia
(2/7/2011)

Washington
(4/1/2011)

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

State Security Law Exam

IAR

Series 66

Date: 12/22/1998

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 11/5/2007

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 12/7/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/16/2005

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

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Contact information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Mailing Address

Phone number

(844) 553-7872

Established

Firm type

Fiscal year end

# of Employees

1,299

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (10/21/2025)

Regulatory assets under management

Total Number of Accounts	155,482
AUM (Assets Under Management)	$ 60,174,309,829

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report
12/21/2022	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Donald W. Jenkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald W Jenkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

CHITTENDEN SECURITIES, LLC.

CHITTENDEN SECURITIES, LLC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/22/1998

SIE

Date: 10/1/2018

Series 31

Date: 11/5/2007

Series 7

Date: 12/7/1998

Series 24

Date: 2/16/2005

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

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