Charles Jenkins has been an investment adviser representative at Lombard Advisers since February 2016, and is not listed among the firm’s executive officers or direct owners.
Lombard Advisers Incorporated is a Baltimore, MD firm with $670M under management, 985 clients and 30 advisers across 24 offices, as of its March 2026 filing.
Charles Jenkins’ longest registration is the current one, 10 years at Lombard Advisers since 2016. Before joining Lombard Advisers in 2016, Charles Jenkins was registered through Janney Montgomery Scott LLC and PNC Investments.
- – present · 10 yearsPittsburgh, PA · Adviser representative · Firm CRD 108231
- Janney Montgomery Scott LLC– · 2 yearsPittsburgh, PA · Adviser representative · Firm CRD 463
- PNC Investments– · 8 yearsPittsburgh, PA · Adviser representative · Firm CRD 129052
Investment adviser representative registrations
Charles Jenkins is registered as an investment adviser representative in Pennsylvania, since February 2016.
- PennsylvaniaSince 3 February 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 April 1999 |
| Series 7 | General Securities Representative Examination | 9 March 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Charles M Jenkins
- CRD
- 3182100
- Firm
- Lombard Advisers · CRD 108231
- Office
- Pittsburgh, PA
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Charles Jenkins work?
Charles Jenkins is an investment adviser representative registered through Lombard Advisers Incorporated since February 2016, and is not listed among the firm’s executive officers or direct owners.
Is Charles Jenkins a financial advisor?
Yes. Charles Jenkins has a current investment-adviser registration in Pennsylvania, through Lombard Advisers since February 2016.
How many years of experience does Charles Jenkins have?
Charles Jenkins has 27 years in the financial industry, since April 1999, across 3 adviser firms.
What exams has Charles Jenkins passed?
Charles Jenkins has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 1999. FINRA credited Charles Jenkins with the SIE, which began in October 2018.
Where did Charles Jenkins work before Lombard Advisers?
Before Lombard Advisers, Charles Jenkins was registered through Janney Montgomery Scott LLC, April 2013 to January 2016; PNC Investments, May 2004 to May 2013.
Where is Charles Jenkins based?
Charles Jenkins’ registered office is in Pittsburgh, PA.
Is Charles Jenkins registered with FINRA?
Yes. Charles Jenkins has a current broker registration, under CRD 3182100.
Source: FINRA BrokerCheck
How can I verify Charles Jenkins’ record?
Search CRD 3182100 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Charles Jenkins’ full registration record.