Samantha Kay Jenkins

Employer firm

Ima Advisory Services, Inc. CRD 112091

$3.90B regulatory AUM 192 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2007 → Present
  Truenorth, Inc./Ima Wealth, Inc.
  Denver, CO

Previous Registrations

• 2007-03-22 → 2014-03-03
  Truenorth, Inc.
  Denver, CO
  Denver, CO
  Wichita, KS
  Denver, CO
• 2002-10-14 → 2007-03-22
  Equitable Advisors, Llc
  Lakewood, CO
  Denver, CO

Other Businesses

SMLC, LLC, investment-related, 2353 S. Lupine Way, Lakewood, CO 80228, investment company involved in real estate, private equity, and other private investments, Member/Owner, started January 18, 2021, 32 hours per month during non-trading hours, complete due diligence and invest capital. WAM, LLC, investment-related, 2353 S. Lupine Way, Lakewood, CO 80228, investment company involved in real estate, private equity, and other private investments, 20% Member/Owner, started January 27, 2023, 8 hours per month during non-trading hours, complete due diligence and invest capital.

Exams

• S66 Uniform Combined State Law Examination
  2002-10-10

Designations

• Certified Financial Planner

Other Names

• Samantha Kay Baxter
• Samantha K Baxter
• Samantha K Brisnehan
• Samantha Kay Brisnehan