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Joshua R Jenkins

Lutz Financial

Omaha, NE

CRD 6167497

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Employer firm

Lutz Financial CRD 117273

$3.19B regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Lutz Financial

13616 California Street Suite 300, Omaha, NE 68154-5336 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2020-10-28
  • NE RA
    APPROVED
    Since 2020-10-28

Branch Locations

13616 California Street Suite 300, Omaha, NE 68154-5336 • 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
Cls Investments, Llc Omaha NE 03/2013 09/2018
Lutz Financial Omaha NE 09/2018 Present
  • 03/2013 → 09/2018
    Cls Investments, Llc
    Omaha, NE
  • 09/2018 → Present
    Lutz Financial
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-13
  • S65 Uniform Investment Adviser Law Examination
    2013-11-13
Designations
  • Chartered Financial Analyst
Other Names
  • Josh Jenkins

View on SEC IAPD

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