James Jenkins (CRD# 5261717) is an Investment Advisor Representative working at Strategic Advocates, LLC in Logan, UT and has over 17 years of experience in the finance industry.
CRD# 2003860
Transamerica Financial Advisors, Inc.
CRD# 4400405
Edward Jones
CRD# 4771557
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Creativeone Securities, LLC | Overland Park, KS | Mar 2024 - Current | < 1 |
Crown Capital Securities, LP | Orange, CA | Jan 2023 - Current | 1 |
Strategic Advocates, LLC | Logan, UT | Aug 2022 - Current | 1 |
Strategic Advocates, LLC | Logan, UT | Jul 2021 - Current | 2 |
Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2017 - Dec 2022 | 5 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2017 - Aug 2022 | 5 |
Yellowstone Partners, LLC | Idaho Falls, ID | May 2013 - Feb 2017 | 3 |
Crown Capital Securities, LP | Orange, CA | Dec 2006 - Feb 2017 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- UT
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Total Assets Under Management364MILLIONS
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Total Number of Accounts2,445ACCOUNTS
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Average Account Value$148,688
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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