BJ
BJ

Brandon Lee Jenkins

21 Years of Experience
2 DisclosuresBroker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
172 advisors
Number of Clients
3,279 clients
Average Client Portfolio
$462K average
Assets Under Management
$1.5B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.80%
$500K - $1.0M1.60%
$1.0M - $5.0M1.35%
$5M+1.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9460 Wilshire Blvd., Beverly Hills, CA, 90212

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History

Regulatory History (2)
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Customer Dispute
December 2013
Settled
Customer Dispute
July 2010
Settled
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
May 2015 - Present · 10 yrs 9 mos
U.S. Bancorp Advisors, LLC
May 2015 - Present · 10 yrs 9 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
Exams
No exam information available for this advisor.