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Kenneth Samuel Jenkins Jr.

Advisor at Wells Fargo Clearing — Port Charlotte, FL Tamiami Trail

Updated today

Credentials

Series 66

Experience

4 years

Location

Port Charlotte, FL 33948

Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Total advisors

14,141

Across 1,492 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Kenneth Jenkins Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His prior roles include positions at PNC Wealth Management, Fifth Third Bank and Securities, Synovus Bank, Bank of America, and United Fidelity Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research and analytics to support diversified investment strategies.

Client services

Based on Wells Fargo Clearing

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Occupation focus

Based on Wells Fargo Clearing

Retired Founder/Business Owner

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Fee options

Fixed

One-time service fees payable immediately after service; ongoing fees paid quarterly

Percentage

$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually

Commissions

Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions

Other

Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable

Location

See office

Port Charlotte, FL Tamiami Trail

1797 Tamiami Trail

Port Charlotte FL 33948

Advisors at this office

1

Most active in

Florida

Work history

4 years of industry experience

Wells Fargo Clearing

2026 - Present • 1 year

Port Charlotte, FL

Wells Fargo Bank, nA

2026 - Present • 1 year

Port Charlotte, FL

PNC Wealth Management LLC

2026 - 2026 • 1 year

Cape Coral, FL

Fifth Third bank

2025 - 2026 • 1 year

Cape Coral, FL

Fifth Third Securities

2025 - 2026 • 1 year

Cape Coral, FL

Wells Fargo Bank, nA

2022 - 2025 • 3 years

Cape Coral, FL

Wells Fargo Clearing

2022 - 2025 • 3 years

Cape Coral, FL

Synovus Bank

2021 - 2022 • 1 year

Fort Myers, FL

Bank of America

2019 - 2021 • 2 years

Cape Coral, FL

United Fidelity Bank

2018 - 2019 • 1 year

Fort Myers, FL

Fifth Third / Vantiv

2013 - 2018 • 5 years

FOrt Myers, FL

Disclosures

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

Business activities & affiliations

Jason V

Series 66

Port Charlotte, FL

Stirlingshire Investments

Jason Venditti is a financial advisor at Stirlingshire Investments with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Hazard & Siegel Advisory Services, MML Investors Services, and Massachusetts Mutual Life Insurance. Outside of financial advising, he owns and operates a fishing charter business, CustomDeluxe Sportfishing LLC. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a diverse investment approach combining quantitative, fundamental, technical analysis, and modern portfolio theory, offering access to a broad range of investment types and model strategies through its proprietary AIM marketplace.

Retirement income strategy Active portfolio management Income planning Annuities Early retirement planning Approaching retirement
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Oleksandr V

CFP®

North Port, FL

Vetoshko Wealth Management

Oleksandr Vetoshko is a CFP® professional with two years of industry experience, currently operating as the sole advisor at Vetoshko Wealth Management. His prior work includes positions at Lighthouse Financial Advisors, Inc., Lifecycle Financial Advisors, Inc., and Cambridge Connection, Inc. He has also been employed at Eastern Michigan University. Vetoshko Wealth Management serves individual investors, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing wealth management and financial planning services. The firm offers both discretionary and non-discretionary investment management using a blend of passive and active strategies informed by fundamental and charting analysis and modern portfolio theory, with optional ESG considerations.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Deb M

CFP®, CPA

Punta Gorda, FL

WorthyNest LLC

As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most. My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®. Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances. With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.

Family Business Founder/Business Owner Gen X (Born 1965-1980)
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Jean M

Series 63, Series 65

Venice, FL

Jean Pierre Masse

Jean Masse is the sole advisor at Jean Pierre Masse, an independent registered investment adviser. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. The firm primarily serves individual clients, including some high-net-worth individuals, offering comprehensive financial planning and portfolio management with an emphasis on fundamental business analysis and conservative asset allocation. It operates on a fee-only basis with a small client roster to provide personalized attention.

General retirement planning General tax planning General estate planning guidance
user avatar

Edward E

Series 65

Port Charlotte, FL

Elm Tree Capital Management LLC

Edward Evanouskas is a financial advisor at Elm Tree Capital Management LLC in Port Charlotte, FL, holding a Series 65 designation with 14 years of industry experience. He has worked at Elm Tree Capital Management since 2010 and at Key Corp from 2011 to 2018. Elm Tree Capital Management LLC is an independent advisory firm serving primarily individuals and families, especially those approaching or in retirement. The firm provides discretionary portfolio management and focused credit-analysis services, using a blend of fixed-income credit discipline and valuation-conscious equity analysis within a relative-value framework.

General retirement planning Income planning Concentrated stock management Approaching retirement
user avatar

Gw K

Series 63, Series 65

North Port, FL

King Retirement Solutions, LLC

Gw King is the principal of King Retirement Solutions, LLC, an independent advisory firm based in North Port, Florida. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to founding King Retirement Solutions in 2018, he worked at Brokers Financial and Brokers International Financial Services, LLC, and has operated as a sole proprietor since 1989. Outside of financial advising, he currently operates Dancing Moon Travel, a travel agency. King Retirement Solutions primarily serves individual clients as well as business and high-net-worth clients, offering financial planning, insurance reviews, and life-insurance analyses. The firm arranges asset management through third-party managers and operates mainly on a non-discretionary basis, monitoring manager performance and utilizing fundamental, technical, and cyclical analysis.

General retirement planning Retirement income strategy Social Security optimization Divorce financial planning College savings (529s, UTMA, etc.)
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