Joshua Jenkins is a dedicated Financial Professional born & raised in Tucson, Arizona. He graduated from Northern Arizona University with a Bachelor’s degree in Finance & Economics.
Focusing on Holistic retirement planning, risk management strategies, & tax-efficient planning strategies, Josh leverages his experience to help K-12 educators & their families navigate financial decisions & work toward greater financial independence.
Josh strives to never stop improving his value to clients by earning the Credentialed Holistic Financial Coach certification from Equitable Advisors, based upon his completion of the Certificate of Coaching Program through Columbia University (HLPColumbia). His efforts have been recognized by being named a 2025 Five Star Wealth Manager*, as featured in Phoenix Magazine (Five Star Award).
Outside of work, Josh embraces creating new experiences, whether it be traveling to a new country, embarking on outdoor adventures, or exploring local restaurants & cuisines.
CA Lic. #4190788
Duly-registered and duly-licensed representatives offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.). Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. AGE- 9026117.1 (7/26)(Exp. 7/30)
The Credentialed Holistic Financial Coach certification is awarded by Equitable Advisors, based upon the Financial Professional’s receipt of a Certificate of Coaching from Columbia University. In collaboration between Columbia University & Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY). Related coursework was developed exclusively for Equitable Advisors Financial Professionals.
*This award was issued on 10/01/2025 by Five Star Professional (FSP) for the time period 12/25/2024 through 07/02/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice & based solely on the disclosed criteria. 2719 Phoenix-area wealth managers were considered for the award; 84 (3 % of candidates) were named 2025 Five Star Wealth Managers.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory & complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education & professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.