John Jenkins, financial advisor San Diego CA
86 score

John Jenkins

CRD Number: 1163851
Current Firm: Securities America Advisors, Inc.

John Jenkins (CRD# 1163851) is an Investment Advisor Representative working at Securities America Advisors, Inc. in San Diego, CA and has over 29 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.

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Professional Designations
Company Name Location Dates Years
Securities America Advisors San Diego, CA Jun 2012 - Current 4
Jk Creative Opportunities San Diego, CA Feb 2009 - Current 7
Securities America, Inc. San Diego, CA Aug 2008 - Current 8
Asset Preservation Strategies, Inc. San Diego, CA May 1988 - Current 28
Family Heritage Team San Diego, CA Aug 2012 - Jun 2015 2
Wsc Insurance Services, Inc. San Diego, CA Aug 2008 - Dec 2014 6
Qa3 Financial Corp Omaha, NE May 2003 - Aug 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1987
S65 NASAA Investment Advisors Law Examination Sep 1998
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for John L. Jenkins
Phone Number: 402-399-9111
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV

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BADGES
86

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