Jonathan D. Jenkins
Professional summary
Jonathan David Jenkins, who also goes by Jonathan David Jenkins, is a registered financial advisor currently at STERLING CAPITAL MANAGEMENT LLC located in King Of Prussia, Pennsylvania.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jonathan has worked at 3 firms and has passed the Series 63, Series 87, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan David Jenkins's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 25, 2025 - Present
STERLING CAPITAL MANAGEMENT LLC
Office #1: 150 S. Warner Road Suite 201, King Of Prussia, PA 19406July 26, 2024 - June 27, 2025
OPPENHEIMER & CO. INC.
May 11, 2022 - June 27, 2025
OPPENHEIMER & CO. INC.
January 1, 2020 - March 25, 2022
JANNEY MONTGOMERY SCOTT LLC
Primary Firm SEC Registration
STERLING CAPITAL MANAGEMENT LLC
CRD#: 135405 / SEC#: 801-64257
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/25/2025)
Exams
Series 7TO
Date: 12/27/2019
General Securities Representative ExaminationCurrent Firm
STERLING CAPITAL MANAGEMENT LLC
CRD#: 135405 / SEC#: 801-64257
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,535 |
| AUM (Assets Under Management) | $ 66,159,908,769 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/10/2025 | ||
| 03/28/2024 | ||
| 04/28/2023 |
Red Flags
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