CJ
CJ

Charles Jenkins

39 Years of Experience
Orange Park, FL
2 DisclosuresBroker

Charles Jenkins is a registered investment advisor at LPL Financial LLC, based in Orange Park, FL, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

Orange Park, FL

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2007
Denied
Customer Dispute
January 2000
Settled
Employment History
Current Registrations
LPL Financial LLC
November 2023 - Present · 2 yrs 6 mos
LPL Financial LLCBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, LLC
December 2009 - November 2023 · 13 yrs 11 mos
Ameriprise Financial Services, LLCBroker
December 2009 - November 2023 · 13 yrs 11 mos
Wells Fargo Advisors, LLC
February 2007 - December 2009 · 2 yrs 10 mos
Wells Fargo Advisors, LLCBroker
July 2003 - December 2009 · 6 yrs 5 mos
Prudential Securities IncorporatedBroker
December 1992 - July 2003 · 10 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1987 - January 1993 · 5 yrs 5 mos
The Stuart-James Company, INC.Broker
May 1987 - July 1987 · 2 mos
First Investors CorporationBroker
October 1983 - January 1985 · 1 yr 3 mos
State Registrations8 states
ALAZCOFLGAMANJNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.