Zachary Jenkins (CRD# 6221420) is an Investment Advisor Representative working at Delta Investment Management, LLC in Greenvile, SC and has over 4 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Delta Investment Management, LLC | Greenville, SC | Dec 2019 - Current | 4 |
| Northstar Financial & Retirement Planning, LLC | Greenville, SC | Nov 2019 - Current | 4 |
| Athene Usa | Greenville, SC | Sep 2018 - Current | 5 |
| Ohio National Life Insurance Company | Greenville, SC | Apr 2016 - Current | 8 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
| S63 | Uniform Securities State Law Examination | Sep 2019 |
- SC
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Total Assets Under Management629MILLIONS
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Total Number of Accounts2,127ACCOUNTS
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Average Account Value$295,656
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, FL, GA, HI, ID, IL, LA, NC, NE, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, WA
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