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Jacqueline Jenkins

19 Years of Experience
Oklahoma City, OK
Broker

Jacqueline Jenkins is a registered investment advisor at Raymond James & Associates, INC., based in Oklahoma City, OK, with 19 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

3121 Quail Springs Pkwy, Ste 110, Oklahoma City, OK, 73134

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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

Jacqueline is a partner in an agriculture/farming business since 2021, dedicating a few hours per week to checking on the property, doing work, and assisting with accounting. This activity is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2019 - Present · 7 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
January 2006 - December 2018 · 12 yrs 11 mos
State Registrations50 states
AKALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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