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Zachary Thomas Jenkins

Delta Investment Management, LLC

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About Zachary Thomas Jenkins

Zachary Jenkins is a financial advisor registered in South Carolina. Zachary has been in the financial services industry since 2014. Zachary is a registered representative with Delta Investment Management, LLC and is also registered as an investment advisor representative. Previously, Zachary was registered with NYLIFE SECURITIES LLC. Zachary has passed the Series 6, 7TO, 63 and 65 exams. Zachary offers financial planning and portfolio management services to individuals and high net worth individuals.

Firm Information

Zachary Jenkins is currently registered with Delta Investment Management, LLC. Delta Investment Management, LLC is a San Francisco, California-based Registered Investment Advisor that manages over $628 million in assets for over 2,100 clients. The firm offers financial planning and portfolio management services to individuals and charitable organizations. They specialize in working with high-net-worth individuals and individuals other than high-net-worth.
Delta Investment Management, LLC

708 MONTGOMERY STREET

SAN FRANCISCO, CA 94111

$628.86M

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Zachary Jenkins’s Registration & Firm History

SC

01/02/2020 - Present

Delta Investment Management, LLC (Greenville SC)

SC

08/26/2019 - 11/06/2019

NYLIFE SECURITIES LLC (GREENVILLE SC)

SC

06/06/2014 - 05/04/2016

NYLIFE SECURITIES LLC (GREENVILLE SC)

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Licenses & Designations

IA

Issued 12/02/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/13/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/04/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Thomas Jenkins.
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