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Michael Jenco

The Pacific Financial Group, INC.
13 Years of Experience
Denver, CO
View SEC Summary
View SEC Summary

Michael Jenco is a registered investment advisor at The Pacific Financial Group, INC., based in Denver, CO, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 16,832 clients with $5.1B in assets under management.

The Pacific Financial Group, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
14 advisors
Number of Clients
16,832 clients
Average Client Portfolio
$301K average
Assets Under Management
$5.1B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Total program fees cannot exceed 2.0% annually, which includes advisor fees and platform or management fees charged by The Pacific Financial Group depending on the selected solution.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Denver, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The Pacific Financial Group, INC.
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
Mvp American SecuritiesBroker
May 2015 - September 2016 · 1 yr 4 mos
Absolute Capital Management, LLC
July 2014 - March 2015 · 8 mos
Summit Advisors, LLC
April 2013 - January 2014 · 9 mos
Beaconsfield Financial Services, INC.Broker
April 2013 - January 2014 · 9 mos
Federated Global Investment Management CORP.
January 2011 - May 2011 · 4 mos
Mdt Advisers, a Division of Federated Mdta LLC
January 2011 - May 2011 · 4 mos
Federated Investment Counseling
April 2010 - May 2011 · 1 yr 1 mo
Federated Securities CORP.
April 2010 - May 2011 · 1 yr 1 mo
Federated Securities CORP.Broker
February 2010 - May 2011 · 1 yr 3 mos
J.P. Morgan Institutional Investments INC.Broker
September 2008 - February 2010 · 1 yr 5 mos
State Registrations2 states
COWA
Advisor

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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