Zachary Jenkins, financial advisor Greenvile SC

Zachary Jenkins

CRD Number: 6221420
Current Firm: Delta Investment Management, LLC

Zachary Jenkins (CRD# 6221420) is an Investment Advisor Representative working at Delta Investment Management, LLC in Greenvile, SC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Delta Investment Management, LLC Greenville, SC Dec 2019 - Current 1
Northstar Financial & Retirement Planning, LLC Greenville, SC Nov 2019 - Current 1
Athene Usa Greenville, SC Sep 2018 - Current 3
Ohio National Life Insurance Company Greenville, SC Apr 2016 - Current 5
Nylife Securities LLC Greenville, SC Aug 2019 - Nov 2019 < 1
New York Life Insurance Company Greenville, SC May 2019 - Oct 2019 < 1
Nylife Securities, LLC Greenville, SC Jun 2014 - May 2016 1
New York Life Insurance Company Greenville, SC Jul 2013 - Apr 2016 2
Cutco Olean, NY Jun 2006 - Aug 2013 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2019
S63 Uniform Securities State Law Examination Sep 2019
Contact Info for Zachary T. Jenkins
Phone Number: (415) 249-6337
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    510
    MILLIONS
  • Total Number of Accounts
    1,596
    ACCOUNTS
  • Average Account Value
    $319,300
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, FL, HI, ID, IL, LA, MD, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA

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