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James Patrick Jenkins

STRATEGIC ADVOCATES, LLC·LOGAN, Utah
Clean recordSTRATEGIC ADVOCATES, LLC
255 S MAIN ST, LOGAN, UT 84321CRD# 5261717Firm CRD# 316858

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Patrick Jenkins · LOGAN, UT
Registration
CRD #5261717 · STRATEGIC ADVOCATES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Patrick Jenkins is a registered financial advisor based in LOGAN, Utah, affiliated with STRATEGIC ADVOCATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STRATEGIC ADVOCATES, LLC
STRATEGIC ADVOCATES, LLC
AUM
$364M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at STRATEGIC ADVOCATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5261717
Firm CRD# 316858
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Patrick Jenkins offer?
James Patrick Jenkins specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOGAN, Utah for a consultation.
What are James Patrick Jenkins's credentials?
James Patrick Jenkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Patrick Jenkins located?
James Patrick Jenkins is based in LOGAN, Utah, working with STRATEGIC ADVOCATES, LLC. Their office serves clients in the LOGAN metropolitan area and surrounding communities.
How does James Patrick Jenkins charge for services?
James Patrick Jenkins's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC ADVOCATES, LLC?
STRATEGIC ADVOCATES, LLC has approximately 13 employees and manages $364M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STRATEGIC ADVOCATES, LLC

Bradley Harsch
LOGAN, UT
John Reed Mickelson
LOGAN, UT

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Utah
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City Guides
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Research
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