Jenkins Wealth

Englewood, United States Founded: 2002 • Age: 24 yrs Acquired By Mariner Wealth Advisors
Customized financial planning and wealth management strategies are provided.

About Jenkins Wealth

Jenkins Wealth is a Financial Services company based in Englewood (United States) founded in 2002, and was acquired by Mariner Wealth Advisors in January 2025. It operates as a customized financial planning and wealth management strategies are provided. Jenkins Wealth offers products and services including Wealth Planning, Investment Management, Tax Planning, and Estate Planning. Its focus areas include Asset Management and Financial Advisors. Its competitors include MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman and 2 more; 1 of its 7 listed competitors has raised funding.

Company details

Jenkins Wealth was founded in 2002 as a financial advisory firm based in Englewood, United States. Customized investment strategies are offered to individuals and families, focusing on financial planning and portfolio management to build and protect wealth with reduced volatility. Fee-based advisory services are provided, incorporating market intelligence to support informed decision-making in the wealth management sector.

Operational Areas
Key Metrics

Products & Services of Jenkins Wealth

Jenkins Wealth offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Management, Tax Planning, and Estate Planning.

Wealth Planning
Financial Services

Service for creating personalized wealth strategies.

Investment Management
Financial Services

Managing client investments for growth and risk control.

Tax Planning
Financial Services

Assisting with tax strategies and preparation services.

Estate Planning
Financial Services

Guiding clients on asset distribution and legacy planning.

Apps and channels of Jenkins Wealth

its YouTube channel Mariner has 2.72K subscribers and 30 videos.

Mariner
YouTube 2.72K subscribers 30 videos Education
Open channel

Videos from Jenkins Wealth

The most watched videos on Jenkins Wealth's YouTube channel, Mariner (2.72K subscribers). Click a video to play it here.

2025 Midyear Crystal Ball | Webinar
1.9K views
Fixed Income Explained | Your Life Simplified
1.6K views
2025 Crystal Ball Outlook | Webinar
1.2K views
All About Taxes and What’s New in 2025 | Webinar
608 views

More on Mariner.

Investors in Jenkins Wealth

Jenkins Wealth has secured backing from 1 investor. Prominent investors backing the company include Mariner.

All
InvestorDescriptionFounded YearDomainLocation
Wealth management services are provided to clients nationwide.
2006marinerwealthadvisors.comOverland Park, United States
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Investor details for Jenkins Wealth

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Timeline of Jenkins Wealth

2 dated milestones of Jenkins Wealth across 23 years, from founding to its latest funding, stage changes and deals.

  1. Founded Jenkins Wealth is founded.
  2. Exit Acquired by Mariner Wealth Advisors.

Competitors of Jenkins Wealth

Jenkins Wealth has 7 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
massmutual.com1851Springfield, United States–10,466
Mutual life insurance company
amfam.com1927Madison, United States–13,713
Personal and business insurance products are provided nationwide.
point.com2015Palo Alto, United States$245.65M144
Fractional home equity is sold online for interest-free loans.
thrivent.com2008Blue Springs, United States–6,177
Financial services are offered by Thrivent as a not-for-profit entity.
milliman.com1947–––
Milliman is engaged in actuarial consulting and analytics solutions.
duffandphelps.com1932New York, United States–994
Financial and risk advisory solutions are provided globally.
firstcommand.com1958Fort Worth, United States–761
Offers financial coaching, investing, insurance, and banking for military families.
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Detailed competitors of Jenkins Wealth

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

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Top companies in Asset Management

10 companies that operate in the same segment as Jenkins Wealth (Asset Management), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Digital entertainment, e-commerce, and financial services are provided globally.
2006Singapore, Singapore, SingaporeUSD 721.47 MUSD 22.94 B3,733
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M––
Provides mutual funds management and financial advisory services.
1987Mumbai, Maharashtra, India–––
Global banking, investment, and wealth management services are offered worldwide.
1974London, England, United Kingdom–USD 6.37 B7,550
Insurance, banking, and wealth management services are provided worldwide.
1816Paris, France–USD 128.35 B100,040
Diversified investment management services are offered across multiple asset classes.
2001Rio De Janeiro, Rio De Janeiro, BrazilUSD 273 M––
Mutual funds, portfolio management, and retirement planning services are offered.
2001Mumbai, Maharashtra, IndiaUSD 142.4 MUSD 180.76 M1,840
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United States–USD 126.21 B46,500
Universal banking and financial advisory services are provided globally.
1865London, England, United Kingdom–USD 141.4 B211,000
Insurance and asset management services are offered in multiple regions.
1696London, England, United Kingdom–USD 78.79 B29,090
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Related news about Jenkins Wealth

Mariner adds $1bn in assets with three acquisitions
Privatebankerinternational โ€ข 1 year ago
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Complete news archive for Jenkins Wealth

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Frequently Asked Questions about Jenkins Wealth

Jenkins Wealth was founded in 2002.

Jenkins Wealth is headquartered in Englewood, United States. It is registered at Englewood, New Jersey, United States.

Jenkins Wealth was founded in 2002 as a financial advisory firm based in Englewood, United States. Customized investment strategies are offered to individuals and families, focusing on financial planning and portfolio management to build and protect wealth with reduced volatility. Fee-based advisory services are provided, incorporating market intelligence to support informed decision-making in the wealth management sector.

Jenkins Wealth's top competitors include MassMutual, Point Digital Finance and American Family Insurance.

Jenkins Wealth offers Wealth Planning, Investment Management, Tax Planning, and Estate Planning.

Jenkins Wealth has 1 investor. Key investors include Mariner.

Yes. Jenkins Wealth was acquired by Mariner Wealth Advisors in January 2025.

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