Jeffrey Jenkins
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Reno, NV 89511
Credentials
Series 63, Series 65, Series 66
Industry experience
12 years
Jeffrey Jenkins is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in investment management in 2010 and has since gained extensive experience across various roles in the financial services industry. Prior to joining Merrill, Jeff worked at Goldman Sachs’ Private Wealth Management in Boston, where he managed wealth for a select group of endowments and ultra-high net worth families. He also worked in the Securities Division at Goldman Sachs in both Boston and New York City, advising hedge funds, mutual funds, endowments, and pensions on investments across Asia and Emerging Markets. Jeff started his career at Nomura Securities in New York City, where he served as vice president on the Foreign Securities Desk.
Jeff's areas of expertise include investment management, liability management, estate and philanthropic planning, retirement planning, tax minimization strategies, and managing new wealth. He and his team at Merrill work with executives, families, institutions, and individuals to create bespoke plans that invest, grow, preserve, and transfer wealth according to clients' wishes, aiming to match risk to client goals and maximize tax efficiency. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and Personal Investment Advisor (PIA) credential.
Jeff earned a Bachelor's Degree from the University of Utah, graduating Summa Cum Laude with an Honors B.A. He is a native of Reno, Nevada, where he lives with his wife Alyse and their three children. Outside of work, Jeff's personal interests include biking, boxing, hiking, hunting, spending time with his family, and traveling. He is also involved in the community through college rugby (A Side Locke).
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
5370 Kietzke Ln
Reno, NV 89511
Nevada · Texas
Bank of America N.A.
2020 - Present (6 years)
Merrill
2020 - Present (6 years)
East Fork Fire Protection District
2018 - 2020 (2 years)
Full Time Student
2017 - 2019 (2 years)
Goldman, Sachs & Co.
2015 - 2017 (2 years)
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