Anna Jenkins
Advisor at Merrill
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.
Firm
Merrill
Location
Denver, CO 80206
Credentials
Series 63, Series 66
Industry experience
29 years
About
Anna Jenkins is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she focuses on corporate executive services, family wealth management strategies, managing new wealth, personal retirement planning, socially responsible and ESG investing, women and wealth, and tax minimization. She brings over twenty years of experience in the financial services industry, beginning her career at Montgomery Securities in San Francisco. Her expertise includes concentrated stock management, insurance, trust services, wealth transfer planning, and lending and banking services through Bank of America, N.A.
A native of Rapid City, South Dakota, Anna earned her bachelor's degree from Colorado State University, where she was active in the Music, Theater, and Dance Department. She holds professional designations as a Chartered SRI Counselor (CSRIC) and Personal Investment Advisor (PIA). Anna volunteers at her daughters' school and mentors women in the financial industry.
In her free time, Anna enjoys live music and outdoor recreation such as camping, hiking, skiing, and traveling with her husband and three daughters.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Concentrated stock management
Wealth management
Trust structures (GRAT, IDGT, revocable)
Multi-generational wealth transfer
Charitable giving & philanthropy
Demographic focus
Women Professionals
Women's Finance
Values-based investing
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Location
200 Josephine St
Denver, CO 80206
Most active in
Anna J has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Texas
Work history
Bank of America,N.A.
2011 - Present (15 years)
Merrill
2009 - Present (17 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Zack G
CFP®
Denver, CO
True Riches Financial Planning
Nicholas W
CFP®, Series 63, Series 65, Series 66
Denver, CO
46 North Financial
Bart S
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
Timothy S
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
Theresa K
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
Chris L
Series 63, Series 66
Centennial, CO
Visionary Planning & Investment, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")