John Jenkins (CRD# 1163851) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in San Diego, CA and has over 36 years of experience in the finance industry. John Jenkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arete Wealth Management LLC | San Diego, CA | Nov 2016 - Current | 7 |
| Axxcess Wealth Managment | San Diego, CA | Nov 2016 - Current | 7 |
| Arete Wealth Advsiors LLC | San Diego, CA | Nov 2016 - Current | 7 |
| Jk Creative Opportunities | San Diego, CA | Feb 2009 - Apr 2018 | 9 |
| Securities America Advisors | San Diego, CA | Jun 2012 - Nov 2016 | 4 |
| Securities America, Inc. | San Diego, CA | Aug 2008 - Nov 2016 | 8 |
| Family Heritage Team | San Diego, CA | Aug 2012 - Jun 2015 | 2 |
| Wsc Insurance Services, Inc. | San Diego, CA | Aug 2008 - Dec 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1987 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
- CA
- TX
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Total Assets Under Management6,471MILLIONS
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Total Number of Accounts24,090ACCOUNTS
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Average Account Value$268,608
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV
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