Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Jenkins is an investment advisor representative with LPL Financial LLC. Barry has been in the financial services industry since 1992. Barry is registered to provide investment advice in 16 states. Barry is also registered as a principal. Barry has worked at several firms including OSAIC WEALTH, INC., LORING WARD SECURITIES INC., PACIFIC SELECT DISTRIBUTORS, INC., and WADDELL & REED, INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
12/06/2023 - Present
LPL Financial LLC (SUGAR CITY ID)
UT
07/27/2012 - 12/08/2023
OSAIC WEALTH, INC. (SOUTH JORDAN UT)
CA
08/31/2009 - 06/01/2011
LORING WARD SECURITIES INC. (SAN JOSE CA)
CA
03/20/2008 - 02/10/2009
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
CA
09/12/2001 - 03/14/2008
LORING WARD SECURITIES INC. (SAN JOSE CA)
KS
11/04/1998 - 09/10/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
TX
05/12/1992 - 09/21/1995
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
01/17/1991 - 07/23/1991
PARTNERSHIP EXCHANGE SECURITIES COMPANY
CA
11/22/1989 - 01/11/1991
R.I.C. SECURITIES, INC. (ESCONDIDO CA)
NA
08/20/1987 - 03/03/1988
SOUTHMARK CAPITAL RESOURCE
NA
09/14/1987 - 03/02/1988
SOUTHMARK FINANCIAL SERVICES, INC.
NA
08/20/1985 - 08/10/1987
CONSOLIDATED CAPITAL SECURITIES CORPORATION
NA
10/04/1984 - 07/24/1987
CUNNINGHAM CHAPPELL SECURITIES COMPANY, INC.
BOTH
Issued 08/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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