AJ
AJ

Alan Jenkins

10 Years of Experience
Pocatello, ID
BrokerSells Insurance

Alan Jenkins is a registered investment advisor at Cetera Investment Advisers LLC, based in Pocatello, ID, with 10 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

611 Wilson Ave Ste 6D, Pocatello, ID, 83201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Alan is a part owner of JPA Wealth Advisors, dedicating full-time hours to financial services. He also sells fixed insurance products, including life, health, disability, and annuities, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
March 2019 - Present · 7 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
March 2019 - March 2024 · 5 yrs
On Investment Management CO
November 2016 - March 2019 · 2 yrs 4 mos
The O.N. Equity Sales CompanyBroker
November 2016 - March 2019 · 2 yrs 4 mos
Waddell & Reed
September 2015 - November 2016 · 1 yr 2 mos
Waddell & ReedBroker
August 2015 - November 2016 · 1 yr 3 mos
State Registrations2 states
IDUT
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.