Josh Jenkins

Chief Investment Officer at Lutz Financial Services LLC

Finance

Profile

Currently, Joshua Randall Jenkins is Chief Investment Officer at Lutz Financial Services LLC.
He is also responsible for portfolio trading, research and thought leadership, and the division's analytics and operational efficiency.
He has 12 years of relevant experience.
In his past career he held the position of Portfolio Manager at CLS Investments LLC.
He Completed his graduation from University of Nebraska.

Josh Jenkins active positions

Companies	Position	Start
Lutz Financial Services LLC Lutz Financial Services LLC Investment ManagersFinance Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities.	Chief Investment Officer	2020-12-31

All active positions of Josh Jenkins

Former positions of Josh Jenkins

Companies	Position	End
CLS Investments LLC CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities.	Analyst-Equity	2018-08-31

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Linked companies

Private companies	2
CLS Investments LLC CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities.	Finance
Lutz Financial Services LLC Lutz Financial Services LLC Investment ManagersFinance Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities.	Finance