Unclaimed Profile

James Patrick Jenkins

STRATEGIC ADVOCATES, LLC·LOGAN, Utah

SIE, Series 7, Series 6616 years registeredSTRATEGIC 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 · 16 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jan 2026 – present

CROWN CAPITAL SECURITIES, L.P.

Jan 2023 – Mar 2024

LOGAN, UT

STRATEGIC ADVOCATES, LLC

Sep 2022 – Jan 2026

LOGAN, UT

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Feb 2017 – Dec 2022

Logan, UT

YELLOWSTONE PARTNERS

May 2013 – Feb 2017

LOGAN, UT

DEMARS FINANCIAL GROUP

Jan 2010 – May 2013

LOGAN, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 11, 2010

Years registered · 16

Disclosure History

2024Customer Dispute·Settled

2021Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

STRATEGIC ADVOCATES, LLC

CRD 316858 · SEC 801-126262

AUM

$364M

Regulatory assets under management

Employees

2,445 client accounts

Services offered by STRATEGIC ADVOCATES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRATEGIC ADVOCATES, LLC →

Introduction

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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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