John Jenkins is a registered investment advisor at Captrust, based in Wichita, KS, with 26 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
1625 N. Waterfront Pkwy., Ste 150, Wichita, KS, 67206
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2008Customer Dispute
December 2003Other Business Activities
John is a board member at Steve Clark YMCA since 2022, attending board meetings. This requires minimal time and is not investment-related.
Employment History
Current Registrations
Captrust
Capfinancial Securities, LLC.Broker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Frontier Wealth Management, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations19 states
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.