Randall Jenkins, financial advisor Ceres CA

Randall Jenkins

CRD Number: 2430077
Current Firm: Avantax Advisory Services

Randall Jenkins (CRD# 2430077) is an Investment Advisor Representative working at Avantax Advisory Services in Ceres, CA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Portsmouth Living Trust Ceres, CA Feb 2017 - Current 7
Avantax Insurance Agency LLC Ceres, CA Sep 2015 - Current 8
One America State Life Indianapolis, IN Jul 2014 - Current 9
Avantax Advisory Services Ceres, CA Feb 1995 - Current 29
Avantax Investment Services, Inc. Ceres, CA Nov 1993 - Current 30
Randall L. Jenkins Ceres, CA Apr 1986 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
Contact Info for Randall L. Jenkins
Phone Number: 972-870-6000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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