Career
Thomas Jencks has been Chief Financial Officer of Vest Financial since February 2025. Thomas Jencks is a control person of the firm and directly owns under 5% of it.
Vest Financial LLC is a McLean, VA firm with $51.8B under management, 180 clients and 12 advisers in one office, as of its June 2026 filing.
Vest’s leadership page lists Nate Jencks as Chief Financial Officer.
No adviser firm registrations are on Thomas Jencks’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 26 June 2026 |
| Series 27 | Financial and Operations Principal Examination | 7 August 2013 |
| Series 99 | Operations Professional Examination | 27 September 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Financial and Operations Principal Examination
- Name
- Operations Professional Examination
Individual record
- Full name
- Thomas Nathan Jencks
- CRD
- 4927046
- Firm bio
- vestfin.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Thomas Jencks work?
Thomas Jencks has been Chief Financial Officer of Vest Financial LLC since February 2025, and is a control person of the firm.
Does Thomas Jencks have a current investment-adviser registration?
Thomas Jencks has no current investment-adviser or broker registration.
What exams has Thomas Jencks passed?
Thomas Jencks has passed 3 licensing exams: the Series 99, Series 27 and SIE. The earliest, the Series 99, was passed in September 2012.