William R. Jenkin
Professional summary
William Richard Jenkin, who also goes by William Jenkin, Bill Jenkin, is a registered financial advisor currently at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC located in Prosser, Washington.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. William has worked at 4 firms and has passed the Series 65, Series 63, Series 66, Series 7TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Richard Jenkin's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 13, 2024 - Present
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
April 5, 2021 - August 3, 2023
NYLIFE SECURITIES LLC
June 20, 2007 - March 7, 2019
EDWARD JONES
April 5, 2007 - March 7, 2019
EDWARD JONES
August 28, 2000 - March 16, 2007
FARMERS FINANCIAL SOLUTIONS, LLC
Primary Firm SEC Registration
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
CRD#: 174129 / SEC#: 801-80844
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/13/2024)
Exams
Series 7TO
Date: 4/3/2021
General Securities Representative ExaminationCurrent Firm
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
CRD#: 174129 / SEC#: 801-80844
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,592 |
| AUM (Assets Under Management) | $ 28,035,873,347 |
Red Flags
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