Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryce? Claim Your ProfileBryce R. Jenkins is a financial advisor at LPL Financial LLC, a leading independent broker-dealer and registered investment advisor. Bryce has been in the financial services industry since 2013 and holds a Series 7, Series 63, Series 66 and SIE licenses, and the Certified Financial Planner designation. Bryce has worked with clients across a variety of industries including insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Bryce has experience in a wide range of advisory services including financial planning, pension consulting, educational seminars, and portfolio management. Bryce has been licensed in 16 states including Arizona, California, Florida, Illinois, Iowa, Kentucky, Michigan, Nebraska, Ohio, Oregon, Texas, Utah, Vermont, and Virginia.
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
MT
01/24/2024 - Present
LPL Financial LLC (WHITEFISH MT)
UT
04/23/2018 - 12/08/2023
OSAIC WEALTH, INC. (SOUTH JORDAN UT)
UT
04/12/2013 - 02/08/2018
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 03/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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