Shannon Michelle Jenkins

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2017 → 04/2023
  Argi Financial Group
  Louisville, KY
• 05/2005 → 09/2017
  Northside Christian
  New Albany, IN
• 04/2023 → Present
  Cerity Partners
  Louisville, KY

Previous Registrations

• 2022-09-30 → 2023-04-24
  Cerity Partners Ocio Llc
  New York, NY

Other Businesses

1) Nursery Project Non-Profit - Founder, non Inv. Related, 1-5 hours per month 2) Centra Credit Union; Not investment related; Columbus, IN; credit union; Supervisory Committee; 9/1/2024; 2 hours per month during securities trading hours; the supervisory committee is an arm of the board that oversees the internal audit function of the bank

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-30

Designations

• Certified Financial Planner

Other Names

• Shannon Windell
• Shannon Sanders