SJ
SJ

Sonia Jenkins

14 Years of Experience
Grass Valley, CA
Broker

Sonia Jenkins is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grass Valley, CA, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

426 Sutton Way, Suite 110, Grass Valley, CA, 95945

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Sonia is an associate/employee and branch manager/financial advisor at Owens Estate and Wealth Strategies Group, taking about half of her time. She is also CEO of Sierra Foothill Asset Management, Inc., dedicating minimal time to rental real estate and acting as branch manager for Branch 8NB, as well as CEO for the support company.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2011 - Present · 15 yrs 1 mo
Raymond James Financial Services, INC.Broker
May 2011 - Present · 15 yrs 4 mos
State Registrations41 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Sonia Jenkins - Financial Advisor | TrueAdvisor