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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Logan Jenkins has been in the financial services industry since 1983. John is currently registered as a Registered Representative and an Investment Advisor Representative with Belpointe Asset Management LLC. John has been with Belpointe Asset Management since 2024 and is located in the San Diego branch office. Prior to joining Belpointe Asset Management, John worked at Securities America, Inc., QA3 Financial Corp., SunAmerica Securities, Inc., Anchor National Financial Services, Inc., W. S. Griffith & Co., Inc., Christopher Weil & Company, Inc, Anchor National Financial Services, Inc., MONY Securities Corp., and American Capital Financial Services, Inc. John has passed the Series 7, Series 24, Series 31, Series 63, and Series 65 exams. John holds the designation of Certified Financial Planner. John specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses. John is also a member of the board of directors for The Unity Center.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
CA
12/02/2024 - Present
Belpointe Asset Management LLC (San Diego CA)
CA
08/29/2008 - 11/11/2016
SECURITIES AMERICA, INC. (SAN DIEGO CA)
CA
05/16/2003 - 09/15/2008
QA3 FINANCIAL CORP. (SAN DIEGO CA)
AZ
05/19/1992 - 05/16/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
03/15/1990 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
CT
05/25/1988 - 03/14/1990
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
07/22/1987 - 06/03/1988
CHRISTOPHER WEIL & COMPANY, INC
NA
03/27/1985 - 07/22/1987
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
02/13/1984 - 04/08/1985
MONY SECURITIES CORP.
NA
08/24/1983 - 01/09/1984
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
IA
Issued 09/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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