Jeffrey Jenkins

Advisor at Merrill

Updated today

Location

Reno, NV 89511

Credentials

Series 63, Series 65, Series 66

Industry experience

12 years

About

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).

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management Retirement income strategy General estate planning guidance Charitable giving & philanthropy Tax-loss harvesting

Occupation focus

Based on Merrill

Executive Founder/Business Owner

Demographic focus

Based on Merrill

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$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)

Other

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

Location

5370 Kietzke Ln

Reno, NV 89511

Most active in

Nevada · Texas

Work history

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)

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

Christian H

Series 65

Reno, NV

Hatchet Financial, LLC

Christian Hatch is the sole advisor at Hatchet Financial, LLC, an independent firm based in Reno, NV. He holds a Series 65 designation and has four years of industry experience, including roles at Nevada Retirement Planners and Pathfinder Wealth Management. Outside of his advisory work, he is employed full-time as a security officer at Switch, Inc. Hatchet Financial provides investment management and financial planning services primarily for individual clients, including some high-net-worth individuals. The firm’s approach incorporates asset allocation and Modern Portfolio Theory, blending passive and active strategies tailored to client risk tolerance and objectives.

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Michael A

Series 63, Series 65

Reno, NV

Wolf Pack Wealth

Michael Affinito is a financial advisor at Wolf Pack Wealth in Reno, NV, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Royal Alliance Associates, Northwestern Mutual, and Pacific Financial Partners. Wolf Pack Wealth offers financial planning, portfolio management, retirement plan consulting, and insurance solutions to individuals, high-net-worth clients, and small business owners, employing diversified, risk-managed portfolios and a non-discretionary approach tailored through formal onboarding and periodic reviews.

Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Long-term care insurance Cross-border / expatriate tax planning Founder/Business Owner Retired Young Professionals Mid-Career Professionals Retired
user avatar

Brian L

CFP®, Series 66

Reno, NV

Softwealth

Brian Lowrance is a CFP® with 12 years of industry experience and has been the sole advisor at Softwealth since 2015. He holds a Series 66 license and operates out of Reno, NV. Outside of his advisory work, Lowrance has a minority interest in an automobile repair business. Softwealth is an independent registered investment adviser that manages approximately $17 million in client assets for a small client base including individuals, trusts, charities, and small businesses. The firm employs a range of investment strategies such as fundamental and technical analysis, modern portfolio theory, and targeted asset allocation, offering both discretionary and non-discretionary portfolio management without a minimum account size.

Wealth management Active portfolio management Concentrated stock management
user avatar

Lee H

CFP®, CFA®, Series 63, Series 65

Reno, NV

Firmament Financial

Lee Hernandez is a CFP® and CFA® with six years of industry experience, currently serving as the sole advisor at Firmament Financial in Reno, NV. His prior work includes roles at Catholic Charities of Northern Nevada, Lumos & Associates, Inc., the University of Nevada, Reno, Monarch Casino and Resort, Inc., and AES Corp. Hernandez also provides tax preparation services to advisory clients through Firmament Financial. Firmament Financial offers tailored investment management, comprehensive financial planning, and tax return preparation to individuals, businesses, and charitable organizations. The firm focuses on asset-allocation-based, primarily passive portfolios using index mutual funds and ETFs, while also incorporating various analytical methods and derivatives strategies, and is distinguished by its combined advisory and public accounting services.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Tax strategies for small businesses
user avatar

John J M

Series 66

Reno, NV

Klaraos, LLC

John J Mueller is a financial advisor at Klaraos, LLC with 19 years of industry experience. He holds a Series 66 credential and has been with Klaraos since 2008. In addition to his advisory role, he manages several miscellaneous business ventures unrelated to investment activities. Klaraos, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, estates, corporations, pension plans, and charitable foundations. The firm employs a combination of fundamental and technical analysis to develop individualized investment strategies across various asset classes and offers both discretionary and non-discretionary account management.

Private / alternative investments Options & derivatives strategies Active portfolio management Real estate investing Founder/Business Owner
user avatar

Caleb L

Series 63, Series 65

Reno, NV

Caleb Lawrence Registered Investment Adviser Inc.

Caleb Lawrence is the principal of Caleb Lawrence Registered Investment Adviser Inc. in Reno, NV, holding Series 63 and Series 65 credentials with 29 years of industry experience. His prior affiliations include Creative Financial Designs, Inc. and CFD Investments, Inc. He publishes market commentary through the firm’s blog and has previous experience providing radio commentary. The firm offers discretionary investment management to individuals, high-net-worth clients, and retirement plans, specializing in mutual funds, leveraged and unleveraged ETFs, and limited partnerships. It also provides retirement-plan management and ERISA-related disclosures with an active management approach that incorporates both long and short positions and tactical use of leveraged and inverse ETFs.

Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")