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William Richard Jenkin

Investment adviser representative at Knights of Columbus Asset Advisors LLC
19 yearsExperience
1 stateRegistered in
$30.5BFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

19 years in the industry.

  1. Knights of Columbus Asset Advisors LLCMar 2024 to now
  2. Knights of Columbus InsuranceOct 2023 to now
  3. UnemployedAug 2023 to Sep 2023
  4. Nylife Securities, LLCMar 2021 to Aug 2023
  5. New York Life Insurance Co.Feb 2021 to Aug 2023
  6. State of WashingtonJan 2017 to Jan 2021
  7. Edward JonesApr 2007 to Feb 2019

Exams passed

  • Series 66 · Uniform Combined State Law2007
  • Series 63 · Uniform Securities Agent State Law2021
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (WA).

Knights of Columbus Asset Advisors LLC

$30.5BAssets managed
6,094Clients
234Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4250776
Firm CRD
174129
Advisor's SEC record (opens in a new tab)
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