PPrivate Fund Data Log in Join · $37/mo

Joshua R Jenkins

Chief Investment Officer And PrincipalLutz Financial Services, LLCCRD 6167497

About Joshua R Jenkins

Joshua R Jenkins is listed as Chief Investment Officer And Principal at Lutz Financial Services, LLC in Omaha, NE. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Lutz Financial Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joshua R Jenkins work?

Joshua R Jenkins is listed as Chief Investment Officer And Principal at Lutz Financial Services, LLC on SEC Form ADV.

How much of Lutz Financial Services, LLC does Joshua R Jenkins own?

Form ADV reports a beneficial ownership band of Under 5%.

Lutz Financial Services, LLC

TitleChief Investment Officer And Principal
OwnershipUnder 5%
Control personNo
Since2022
View Lutz Financial Services, LLC →