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Samantha Ruth Jenkins

Advisor at Ameriprise — Hendersonville, TN

Updated today

Credentials

Series 66

Experience

5 years

Location

Hendersonville, TN 37075

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,069 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Samantha Jenkins is a financial advisor at Ameriprise with five years of industry experience. She holds the Series 66 designation and has worked at several firms including LPL Financial and Stock Yards Financial. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides annual planning advice focused on income sources and tax-aware withdrawal strategies.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Hendersonville, TN

580 Soaring Eagle Way

Hendersonville TN 37075

Advisors at this office

1

Most active in

Tennessee

Work history

5 years of industry experience

Ameriprise Financial Services, LLC

2026 - Present • 1 year

Hendersonville, TN

Liberty Federal CU

2025 - Present • 1 year

Hendersonville, TN

LPL Financial LLC

2025 - 2026 • 1 year

Hendersonville, TN

Stock Yards Financial

2024 - 2025 • 1 year

Louisville, KY

Stock Yards Bank & Trust co.

2024 - 2025 • 1 year

Louisville, KY

Stock Yards Investment Services

2024 - 2025 • 1 year

Louisville, KY

Raymond James Financial Services, Inc.

2024 - 2025 • 1 year

Louisville, KY

Raymond James Financial Services Advisors, Inc

2024 - 2025 • 1 year

Louisville, KY

Unemployed

2023 - 2024 • 1 year

Louisville, KY

Ameriprise

2021 - 2023 • 2 years

Temecula, CA

LPL Financial LLC

2018 - 2020 • 2 years

Louisville, KY

Park Community Credit Union

2016 - 2021 • 5 years

Louisville, KY

Unemployed

2014 - 2018 • 4 years

Louisville, KY

Disclosures

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

Business activities & affiliations

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Todd H

Series 65, Series 66

Gallatin, TN

Legacy Path Advisors LLC

Todd Hukill is a financial advisor with Legacy Path Advisors LLC in Gallatin, Tennessee. He holds Series 65 and Series 66 designations and has nine years of industry experience. His prior work includes roles at SUNTRUST Investment Services and UBS Financial Services. He also has 18 years of involvement with the Tennessee District Council of the Assemblies of God, Inc. Legacy Path Advisors provides financial planning and discretionary investment management primarily to ministers, pastors, church employees, and other ministry professionals. The firm focuses on clergy-specific financial issues and employs a strategic asset allocation approach using low-cost, diversified index ETFs and model portfolios.

Retirement income strategy General retirement planning Business ownership considerations General tax planning Founder/Business Owner Executive Religious/faith focused Retired
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Henry T

Series 63, Series 65, CFP®, Series 7

Nashville, TN

Raymond James & Associates

Henry is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 7, 63, Series 65 licenses (and CFP designation). He has nine years of industry experience. He serves as Treasurer and Board Member of the nonprofit’s Blind Early Services TN and Autism Career Training. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients through various advisory programs.

Wealth management Roth conversion strategy Retirement income strategy Tax-loss harvesting Charitable giving tax strategies Founder/Business Owner Retired Executive Real Estate Professional Self-Employed
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William A

Series 66

Nashville, TN

Center Hill Wealth, LLC

William Adams is a financial advisor at Center Hill Wealth, LLC in Nashville, TN, with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he serves as secretary for G&L Acquisition, LLC, a real estate company based in Tennessee. Center Hill Wealth provides investment advisory services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm combines fundamental and technical analysis with sector research and both long- and short-term trading strategies, while also offering retirement plan consulting and oversight of third-party money managers.

Active portfolio management
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Angelo R

Series 63, Series 65

Mount Juliet, TN

Roman Wealth Management, LLC

Angelo Roman is the principal advisor at Roman Wealth Management, LLC, an independent firm based in Mount Juliet, TN. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including prior roles at Kestra Advisory Services and Ameriprise Financial Services. Roman serves as Board President for the Joe Beretta Heart Foundation, a nonprofit organization. Roman Wealth Management manages approximately $35 million across around 60 client relationships, providing portfolio management and integrated financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of charting, cyclical, fundamental, and technical analysis to guide investment decisions and emphasizes discretionary long-term trading strategies tailored to client goals.

Active portfolio management
user avatar

Rohit P

CFA®, Series 66

Nashville, TN

Lotus Asset Management Limited Liability Company

Rohit Padmanabhan is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has been with Lotus Asset Management Limited Liability Company in Nashville, TN since 2015. Lotus Asset Management provides comprehensive financial advisory services combining investment management, financial planning, held-away account management, and due diligence on alternative and private investments. The firm serves individuals, high-net-worth clients, and charitable organizations, managing portfolios using a diverse range of analysis methods and investment options including mutual funds, ETFs, private placements, and digital assets.

Options & derivatives strategies Real estate investing
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Christian H

Series 66

Nashville, TN

Christian A. Hermo LLC

Christian Hermo is the sole advisor at Christian A. Hermo LLC in Nashville, TN, holding a Series 66 credential with 17 years of industry experience. His work history includes roles at HCA, where he is also employed as a data analyst, and PRGX. Christian A. Hermo LLC provides portfolio management and financial planning services for individual and high-net-worth clients, employing a strategy that integrates fundamental, technical, and cyclical analysis with both long- and short-term trading and options-writing. The firm maintains a small client base, manages all assets internally, and requires clients to use its recommended custodian.

Income planning Cash flow / budgeting
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