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Donald Jenkins

Kestra Advisory Services, LLC
27 Years of Experience
South Burlington, VT
1 DisclosureBrokerSells Insurance
View SEC Summary
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Donald Jenkins is a registered investment advisor at Kestra Advisory Services, LLC, based in South Burlington, VT, with 27 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

620 Hinesburg Rd, Suite 200, South Burlington, VT, 05403

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History

Regulatory History (1)
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
September 2024
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Donald is an employee of NFP Corporate Services (NY), LLC, where he engages in registered representative activities, insurance, and investment advisory services. He also works as an Investment Advisor Representative for Kestra Advisory Services, LLC, dedicating nearly all of his time to these activities.

Employment History
Current Registrations
Kestra Advisory Services, LLC
April 2016 - Present · 10 yrs 6 mos
Kestra Investment Services, LLCBroker
February 2011 - Present · 15 yrs 8 mos
Kestra Investment Services, LLC
February 2011 - Present · 15 yrs 8 mos
Previous Registrations
NFP Advisor Services, LLC
February 2011 - September 2016 · 5 yrs 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - February 2011 · 1 yr 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - February 2011 · 1 yr 8 mos
Morgan Stanley & CO. Incorporated
August 2007 - June 2009 · 1 yr 10 mos
Morgan Stanley & CO. IncorporatedBroker
August 2007 - June 2009 · 1 yr 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 2005 - August 2007 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2005 - August 2007 · 1 yr 10 mos
Cco Investment Services CORP.
April 2005 - September 2005 · 5 mos
Cco Investment Services CORP.
February 2005 - March 2005 · 1 mo
Cco Investment Services CORP.Broker
January 2005 - September 2005 · 8 mos
Chittenden Securites, INC.
December 2003 - January 2005 · 1 yr 1 mo
Chittenden Securities, INC.Broker
March 2001 - January 2005 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1998 - March 2001 · 2 yrs 3 mos
State Registrations14 states
CACTFLILMEMIMTNHNJNYSCVAVTWA
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.
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