user avatar

Barry Reynolds Jenkins

Advisor at LPL Financial — Sugar City, ID

Updated today

Credentials

Series 63, Series 65, Series 66

Experience

34 years

Location

Sugar City, ID

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Barry Jenkins is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Ashworth Wealth LLC, Osaic Wealth Inc., Ashworth Empey Financial, and LWI Financial Inc. In addition to his advisory role, he operates Barry Jenkins Financial Consulting, LLC, a business focused on tax and investment consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Sugar City, ID

Sugar City ID

Advisors at this office

1

Most active in

Idaho · Montana · Texas

Work history

34 years of industry experience

LPL Financial

2023 - Present • 3 years

West Jordan, UT

Ashworth Wealth Llc

2018 - 2023 • 5 years

Salt Lake City, UT

Ashworth Wealth, LLC

2012 - 2023 • 11 years

South Jordan, UT

Osaic Wealth inc

2012 - 2023 • 11 years

Salt Lake City, UT

Ashworth Empey Financial

2012 - 2018 • 6 years

Salt Lake City, UT

LWI Financial Inc.

2009 - 2011 • 2 years

San Jose, CA

LWI Financial Inc.

2006 - 2008 • 2 years

San Jose, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Greg B

Series 63, Series 65

St Anthony, ID

Hawke Financial Group

Greg Bitter is a financial advisor with Hawke Financial Group in St. Anthony, Idaho, holding Series 63 and Series 65 licenses and over 14 years of industry experience. His prior work includes roles at National Securities Corp and National Asset Management, Inc. Outside of advising, he is involved in insurance sales and co-owns an aftermarket manufacturer specializing in ATV, UTV, motorbike, and snowmobile performance products. Hawke Financial Group provides portfolio management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios and regularly monitors accounts, employing a range of investment instruments and strategies to align with client objectives.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Income planning Active portfolio management Founder/Business Owner
user avatar

Eric S

PFS™

Rexburg, ID

Cooper Norman Wealth, LLC

Eric Story is a financial advisor with Cooper Norman Wealth, LLC and holds the PFS™ designation. He has been with the firm since 2025 and has prior experience as a partner at Cooper Norman, PLLC, a CPA firm, since 2013. In addition to his advisory role, he is involved in manufacturing through Hess Performance, LLC, and holds a personal holding company, Story Holdings, LLC. Cooper Norman Wealth, LLC provides discretionary investment management, retirement plan advisory services, and standalone financial planning primarily for a small client base. The firm’s investment approach includes allocations across equities, fixed income, mutual funds, ETFs, and other investment vehicles, with ongoing account monitoring and occasional use of sub-advisers.

Passive / index investing Private / alternative investments ESG / Sustainable investing
user avatar

Holly M

Series 65

Rexburg, ID

Sand Creek Capital, LLC

Holly Miller is a financial advisor at Sand Creek Capital, LLC in Rexburg, ID, holding a Series 65 designation. She has been with Sand Creek Capital and its predecessor Cordingley & Parkinson Wealth Management since 2019. Prior to her financial services career, she worked in the healthcare industry with Seasons Medical/Madison Health from 2012 to 2019. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, offering portfolio management, financial planning, pension consulting, and educational seminars. The firm uses fundamental analysis and a long-term trading approach across a range of investment vehicles and provides both discretionary and non-discretionary management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)
user avatar

Robert P

CFP®, Series 63, Series 65

Rexburg, ID

Sand Creek Capital, LLC

Robert Parkinson is a CFP® with 39 years of industry experience. He is currently with Sand Creek Capital, LLC and has worked at LPL Financial, LLC since 1992. Outside of his advisory role, he is a managing partner in Educational Management Systems, LLC, a software business. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, providing portfolio management, financial planning, and pension consulting. The firm uses a range of investment vehicles and offers educational seminars and workshops, notably serving state and municipal government clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)
user avatar

Keaton P

Series 65

Rexburg, ID

Sand Creek Capital, LLC

Keaton Parkinson is a financial advisor at Sand Creek Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Ernst & Young. Sand Creek Capital serves individuals, including high-net-worth clients, as well as pension plans, corporations, and government entities. The firm combines fundamental analysis with a long-term trading approach and offers a range of investment vehicles along with financial planning and educational seminars.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)
user avatar

Luke S

Series 66

Rexburg, ID

Sand Creek Capital, LLC

Luke Sutton is a financial advisor with Sand Creek Capital, LLC and holds a Series 66 designation. He has eight years of industry experience, including roles at Avantax Advisory Services and KPMG LLP. Sutton has worked at Sand Creek Capital and its predecessor entities since 2020. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, offering portfolio management, financial planning, and pension consulting. The firm emphasizes a long-term investment approach using a variety of vehicles and also provides educational seminars and financial wellness presentations to employers and organizations.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)