PJ
PJ
Patricia Jenkins
13 Years of Experience
Scottsdale, AZ
3 DisclosuresBroker
Patricia Jenkins is a registered investment advisor at Raymond James & Associates, INC., based in Scottsdale, AZ, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
14850 N. Scottsdale Road, Suite 155, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History (3)
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Financial
March 2020Final
Financial
April 2018Final
Financial
December 2016Final
Employment History
Current Registrations
Raymond James & Associates, INC.
March 2024 - Present · 2 yrs 6 mos
Raymond James & Associates, INC.Broker
March 2024 - Present · 2 yrs 6 mos
Previous Registrations
RBC Capital Markets, LLC
July 2022 - April 2024 · 1 yr 9 mos
RBC Capital Markets, LLCBroker
April 2022 - April 2024 · 2 yrs
Wells Fargo Advisors, LLC
January 2011 - April 2011 · 3 mos
Wells Fargo Advisors, LLCBroker
January 2011 - April 2011 · 3 mos
Wells Fargo Investments, LLC
November 2009 - January 2011 · 1 yr 2 mos
Wells Fargo Investments, LLCBroker
October 2009 - January 2011 · 1 yr 3 mos
Banc of America Investment Services, INC.Broker
October 2005 - April 2009 · 3 yrs 6 mos
Banc of America Investment Services, INC.Broker
August 2000 - December 2004 · 4 yrs 4 mos
State Registrations47 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRSCTNTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth
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
No exam information available for this advisor.