A. Jenkins III
Advisor at Trimaran Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
A. Jenkins is a CFA® charterholder with 10 years of experience in the financial industry. They have been with Trimaran Capital since 2016. Trimaran Capital provides discretionary and non-discretionary portfolio management and pension consulting to individuals, families, trusts, retirement accounts, foundations, non-profits, and religious organizations. The firm uses a fundamental analysis-driven investment process complemented by technical analysis, managing tailored portfolios that may include equities, fixed income, ETFs, mutual funds, REITs, ADRs, and select alternatives.
Expertise
Based on Trimaran Capital
Options & derivatives strategies
Passive / index investing
Active portfolio management
Real estate investing
Fee options
$0 - $100,000: 1.50% $100,001 - $200,000: 1.25% $200,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.85% $3,000,001+: Negotiable
Account minimum: $100,000 Minimum fee: No minimum fee Fee-only: Fees are based on assets under management; no commissions charged by the firm.
Location
White Salmon, WA
Most active in
A. J has reported serving >5 clients in these states in the last 12 months.
Georgia · Washington
Work history
Trimaran Capital
2016 - Present (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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