Charles M Jenkins

Lombard Advisers Incorporated

26 Years of Experience

3 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation Planning

Lombard Advisers Incorporated

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

30 advisors

Number of Clients

955 clients

Average Client Portfolio

$594K average

Assets Under Management

$567.4M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

1820 Lancaster St, Baltimore, MD, 21231

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History

Regulatory History (3)

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.

Judgment / Lien

January 2024

Employment Separation After Allegations

January 2016

Employment Separation After Allegations

April 2013

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Other Business Activities

Charles is a board member and President Elect of the Downtown Rotary Club/Foundation of Pittsburgh, a nonprofit networking organization. He dedicates minimal time to this role, assisting with events, budgeting, membership promotion, and member education.