John Jenkins is a CFP-designated registered investment advisor at Xypn Sapphire, based in Castle Rock, CO, with 27 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 796 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.35% |
| $5.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Fees apply to clients of advisors who are current members of XY Planning Network. Members who terminate their network membership experience a 0.05% fee increase. Fees may be negotiable based on anticipated future asset growth and account composition.
Fee Estimator
Location
Castle Rock, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Xypn Sapphire
Previous Registrations
Empower Financial Services, INC.Broker
Empower Advisory Group, LLC
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Gwfs Equities, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Zions Direct, INC.Broker
Zions Capital Advisors, INC.
Contango Capital Advisors, INC.
Zions Direct, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
H.D. Vest Investment ServicesBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Mariner Financial Services, INC.Broker
David A. Noyes & CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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