Team

Who We Are:

Jenkins Financial has established a reputation for being client-first and results-driven. Jenkins Financial works with individuals and public and private businesses of all sizes. The majority of our clients are located in the Eastern Pennsylvania region; however, Jenkins Financial works with clients throughout the United States.

What We Do:

  • Risk Management
  • Financial & Retirement Distribution Planning
  • Investments
  • Employee Benefits

Who Is Our Client:

Jenkins Financial has clients from across the nation, various industries, and diverse backgrounds. Whether you are a professional athlete, real estate mogul, physician, high-ranking executive, business owner, or retiree we can help you achieve your financial objectives.

What Can You Expect:

It is a privilege to work with our clients. We are committed to our client-first culture and assure our clients that this will be an ongoing process rather than a one-time event. We will ensure that our clients are comfortable with our team, and have all the tools necessary to engage in the planning process and help them achieve their vision, and meet regularly to implement and revise the plan using the most tax efficient investment strategies.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Joshua L Jenkins, CFP®, ChFC®, CLU®, RICP®
Wealth Management Advisor


Jenkins Financial

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck