BJ
BJ
Brandon Jenkins
21 Years of Experience
Beverly Hills, CA
2 DisclosuresBroker
Brandon Jenkins is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Beverly Hills, CA, with 21 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
9460 Wilshire Blvd, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (2)
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Customer Dispute
December 2013Settled
Customer Dispute
July 2010Settled
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
May 2015 - Present · 11 yrs 4 mos
U.S. Bancorp Advisors, LLC
May 2015 - Present · 11 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.
October 2013 - May 2015 · 1 yr 7 mos
Citigroup Global Markets INC.Broker
September 2013 - May 2015 · 1 yr 8 mos
Bancwest Investment Services, INC.Broker
May 2011 - October 2013 · 2 yrs 5 mos
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
May 2011 - October 2013 · 2 yrs 5 mos
Ameriprise Financial Services, INC.Broker
October 2004 - May 2011 · 6 yrs 7 mos
Ameriprise Financial Services, INC.
October 2004 - May 2011 · 6 yrs 7 mos
Ids Life Insurance CompanyBroker
October 2004 - July 2006 · 1 yr 9 mos
State Registrations24 states
AZCACODEFLHIIDILINMAMDMNNCNJNMNVNYOHPATNTXUTVAWA
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.