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Kimberly Dawn Jenkins

Beacon Wealth Consultants, Inc.

Roanoke, VA

CRD 5906861

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Employer firm

Beacon Wealth Consultants, Inc. CRD 154939

$278M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • ESTATE ADMINISTRATION, LEGACY COACHING

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

Current Employers
Beacon Wealth Consultants, Inc.

302 Washington Ave. Sw, Roanoke, VA 24016-4312 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2012-09-18
  • VA RA
    APPROVED
    Since 2012-09-18

Branch Locations

302 Washington Ave. Sw, Roanoke, VA 24016-4312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beacon Wealth Consultants, Inc. Roanoke VA 06/2012 Present
School Rocky Mount VA 08/1995 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-17
  • S65 Uniform Investment Adviser Law Examination
    2012-09-17

View on SEC IAPD

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Nearby Investors

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JOHN BARTON EDMUNDS
JOHN ROBERT BRADBERRY

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · Roanoke, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Roanoke, VA
CETERA INVESTMENT ADVISERS LLC · CAVE SPRING, VA

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