Unclaimed
Blair Delbert Jenkins is a financial advisor with over 30 years of experience. Blair is currently registered with Morgan Stanley, a firm with over $1 trillion in assets under management. Blair is licensed to provide investment advice and services in various states, including Utah, Texas and many others. Blair has expertise in financial planning, portfolio management and investment advisory services.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
07/25/2013 - Present
Morgan Stanley (SOUTH JORDAN UT)
UT
04/20/2006 - 05/22/2013
E*TRADE SECURITIES LLC (SANDY UT)
RI
02/28/1989 - 04/11/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
CO
09/09/1986 - 02/13/1989
KOBER FINANCIAL CORP. (ENGLEWOOD CO)
NA
09/27/1985 - 07/23/1987
HICKEY, KOBER, INCORPORATED
NA
09/18/1985 - 09/19/1985
FITZGERALD, TALMAN, INC.
BOTH
Issued 03/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 11/05/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/27/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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