John
Jenkins
Arete Wealth Advisors, LLC
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About this Advisor
John Jenkins is a certified financial planner based out of San Diego, California who has 3 years of relevant experience. Jenkins currently works for Arete Wealth Advisors, LLC. During their career, Jenkins has held roles at Securities America, Inc, Wsc Insurance Services, Inc, Jk Creative Opportunities, Securities America Advisors, Family Heritage Team, Arete Wealth Management LLC, Axxcess Wealth Managment and Arete Wealth Advsiors LLC. Jenkins maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Arete Wealth Advisors, LLC is a financial advisory business based out of Chicago, IL. The company has offices in 26 locations and a total of 151 financial advisors. It administers $2 billion in assets under management between its 5,102 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 5,102 customer accounts, 72% belong to high-net-worth individuals who have at least $1 million in assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Financial advisory fees typically vary depending on the financial services. However, fee types charged by Arete Wealth Advisors, LLC may include asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arete Wealth Advisors, LLC Brokerage Details
$2,116,498,344
151
5,102
$414,837
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
John Jenkins Work History
John has been registered as a financial advisor for 3 years.*
Arete Wealth Management LLC
Axxcess Wealth Managment
Arete Wealth Advsiors LLC
Securities America Advisors
Family Heritage Team
Jk Creative Opportunities
Securities America, Inc
Wsc Insurance Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Jenkins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arete Wealth Advisors, LLC
Nashville, TN
Park Ridge, IL
Colleyville, TX
New York, NY
New York, NY
New York, NY
Chicago, IL
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
