Zachary Jenkins
Zachary Jenkins is a registered investment advisor at Delta Investment Management, LLC, based in Greenville, SC, with 8 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,212 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Delta Investment Management charges a fee based on the value of your investments, ranging from 1.00% to 1.85% per year. The exact fee depends on factors like the complexity of services, account size, and how long you've been a client. This fee covers investment advice, reporting, and account-related services. Financial planning services are included in these fees, except for subadvisory accounts.
Location
113 Whitsett Street, Greenville, SC, 29601
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Zachary is an agent with NorthStar Financial & Retirement Planning, LLC, providing financial advice and selling insurance products, dedicating nearly full-time hours to this role. He also works as an insurance sales agent for Ohio National Life Insurance Company and Athene USA, spending a few hours per week and minimal time, respectively.
Employment History
Current Registrations
Delta Investment Management, LLC
Previous Registrations
Nylife Securities LLCBroker
Nylife Securities LLCBroker
State Registrations1 state
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