John L. Jenkins
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CRD#: 1163851
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
John Logan Jenkins, CFP®, who also goes by John Jenkins, was a registered financial professional .
John is a previously registered financial professional and started their career in finance in 1983. John had worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.
Biography
John Jenkins founded Asset Preservation Strategies and has dedicated his life to wealth management and financial services. Beginning his career in 1981, John has over four decades of vast experience. Curating a team of esteemed professionals with unparalleled expertise, John feels grateful to offer a comprehensive suite of services to his clientele, who value the first class care, strategy, and education for which Asset Preservation Strategies is known. Earning a service first reputation, John assists clients in being effective stewards of their wealth. Operating always with the highest level of integrity, John puts the client at the heart of every decision. He feels privileged to work with multi-generational clients, helping them create and preserve legacies. John is personally passionate about the legacy of Asset Preservation Strategies and serves as the organization’s visionary to assist the firm in consistent evolution. Through his systematic and relationship driven approach, John has been able to see clients realize their financial dreams and goals.
Living with passion and purpose, John is an avid cyclist outside the office. He regularly participates in cycling events to raise funds and awareness for organizations such as the Leukemia and Lymphoma Society, and the Michael J. Fox Foundation. As a two-time Lymphoma survivor, John’s warrior spirit has been an inspiration to many. He is a true servant leader and is devoted to making a difference in the lives of others.
John is a Certified Financial Planner® and has completed the Advanced Wealth Strategist Planner Program, allowing him to be endowed as a full Fellow of the Southern California Institute. Additionally, he is a Certified Agent for the California Partnership for Long Term Care and holds the Accredited Estate Planner designation. John completed five years of service on the Board of Directors of the San Diego Chapter of the Financial Planning Association (FPA) and the Board of the San Diego Estate Planning Council. Today, he is proudly serving as a member of the Estates and Trusts Committee for Rady Children’s Hospital Foundation.
John is the proud father of four children and a grandfather to eight granddaughters and one grandson. His close-knit family members all reside in San Diego County. In his spare time, John plays guitar and sings, on occasion professionally. He enjoys movies, cycling, and culinary pursuits. He serves as Vice President on the board of advisors at his church.
Question & Answer
What are your service offerings?
Tax Planning
Retirement Income Management
Long-term Care
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Insurance Planning
Estate Planning
Do you have an area of expertise or specialization?
Comprehensive Financial Planni...
Charitable & Planned Giving
Asset Allocation
Estate Planning
Investment Management
Insurance
Real Estate
Retirement
Stocks & Bonds
Life Planning
Long-term Care
Succession Planning
Sudden Wealth
Personal Taxes
Are you a "fiduciary"?
No
Aliases
John Jenkins
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Asset Preservation Strategies, Inc; Investment-related; 3636 Nobel Dr #440, San Diego, CA 92122; DBA for investment advisory business 2. Insurance; Not investment-related; 3636 Nobel Dr #440, San Diego, CA 92122; Insurance; Agent; Start 06/1983; 18 hours/month, during securities trading hours; Life, disability and long term care sales 3. The Unity Center; Not investment-related; 8999 Activity Rd, San Diego, CA 92126; Religious Organization; Member of the Board of Directors; Start 01/2013; 15 hours/month, not during securities trading hours; Attend and participate in board meetings
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1986
Experience
Past
December 2, 2024 - August 14, 2025
BELPOINTE ASSET MANAGEMENT LLC
RIA
CRD#: 143440
San Diego, CA
Past
January 4, 2022 - December 31, 2024
AXXCESS WEALTH MANAGEMENT, LLC
RIA
CRD#: 164081
San Diego, CA
Past
April 13, 2020 - March 27, 2024
ARETE WEALTH ADVISORS, LLC
RIA
CRD#: 145488
San Diego, CA
Past
November 14, 2016 - December 31, 2021
AXXCESS WEALTH MANAGEMENT, LLC
RIA
CRD#: 164081
San Diego, CA
Past
November 14, 2016 - September 30, 2024
ARETE WEALTH MANAGEMENT, LLC
BD
CRD#: 44856
San Diego, CA
Past
June 8, 2012 - November 11, 2016
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
SAN DIEGO, CA
Past
August 29, 2008 - November 11, 2016
SECURITIES AMERICA, INC.
BD
CRD#: 10205
SAN DIEGO, CA
Past
May 16, 2003 - September 15, 2008
QA3 FINANCIAL CORP.
BD
CRD#: 14754
SAN DIEGO, CA
Past
May 18, 2001 - July 31, 2012
ASSET PRESERVATION STRATEGIES, INC.
RIA
CRD#: 113516
SAN DIEGO, CA
Past
May 19, 1992 - May 16, 2003
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
March 15, 1990 - May 19, 1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BD
CRD#: 5774
Past
May 25, 1988 - March 14, 1990
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
Past
July 22, 1987 - June 3, 1988
CHRISTOPHER WEIL & COMPANY, INC
BD
CRD#: 6566
Past
March 27, 1985 - July 22, 1987
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BD
CRD#: 5774
Past
February 13, 1984 - April 8, 1985
MONY SECURITIES CORPORATION
BD
CRD#: 4386
Past
August 24, 1983 - January 9, 1984
ADVANTAGE CAPITAL CORPORATION
BD
CRD#: 146
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BA
BELPOINTE ASSET MANAGEMENT LLC
ADVANCED PLANNING STRATEGIES | ZIMMERER & TECLE PRIVATE WEALTH MANAGEMENT, LLC | YATRA WEALTH DESIGN | WILCOX FINANCIAL SERVICES | WHITWELL & CO., LLC | WEALTH MANAGEMENT SOLUTIONS, LLC | TWO RIVERS WEALTH ADVISORS, LLC | TWENTY-TWENTY WEALTH & ADVISORY PARTNERS LLC | TUDOR CREST CAPITAL LLC | TODD MANN FINANCIAL SERVICES | TM FINANCIAL PLANNING | THREE PILLARS WEALTH MANAGEMENT, LLC | THORNTON INVESTMENT MANAGEMENT | THOR TRADING GROUP, LLC | THIRD AVENUE WEALTH | THE RETIREMENT ASSET MANAGEMENT GROUP | THE PATRIOT FINANCIAL GROUP, LLC | THE KORNERSTONE GROUP, LLC | THE ALCHEMISTS | T. MANN FINANCIAL | SYNERGY WEALTH MANAGEMENT | SYENA CAPITAL | SUMNER FINANCIAL ADVISORS, LLC | STEVEN L. SCHIPPEL CONSULTING | STEIN CAPITAL MANAGEMENT | SOONER PRIVATE FINANCIAL COUNCIL | SEAHORSE FAMILY OFFICE | SCHRECK WEALTH MANAGEMENT, LLC | SC CAPITAL ADVISORS | SARAH CARR FINANCIAL | SANGWIN INVESTMENTS | SANDERLING PARTNERS | ROWE FINANCIAL | RFS BLAZEI GROUP LLC | REUTER CAPITAL, LLC | RESHAPE WEALTH | REDWOOD FINANCIAL STRATEGIES | REDINGTON INVESTMENTS, LLC | R.D. TUNICK, INC. | PLATINUM FAMILY WEALTH OF BEVERLY HILLS, LLC | PALMERSTON GROUP ADVISORS | PALMER PRIVATE WEALTH | OSTB WEALTH STRATEGIES | OPUS WEALTH MANAGEMENT | OAK LEAF CAPITAL PARTNERS, LLC | NVISION WEALTH | NORTHSTAR FINANCIAL | NAVIGATION WEALTH MANAGEMENT, LLC | MOUNTAIN FINANCIAL CAPITAL | MOULTON WEALTH MANAGEMENT | MONTE RIO PARTNERS | MONGAR FINANCIAL SOLUTIONS | MONEYCOACH | MODERN CAPITAL, INC. | MIKE HINDMAN WEALTH ADVISORS, LLC | MIELE ADVISORY SERVICES, INC. | ME NEXT YEAR | MCLEAN ADVISORY GROUP | MANTZ WEALTH MANAGEMENT GROUP | LRVS ADVISORY GROUP | LIEBAERT ADVISORY GROUP | LEWIS WEALTH MANAGEMENT | LAUREL WEALTH SOLUTIONS | KNH GROUP, LLC | KIMMEL CONSULTING, LLC | KEY CONCERNS, INC. | KELLY DAY FINANCIAL SERVICES | KATSURA ASSET MANAGEMENT | JUMP, PERRY AND COMPANY, LLP | JULIAN WEALTH MANAGEMENT | JIM CIURLIK CONSULTING, INC. | JAG WM CO. | J.O.Y. WEALTH PARTNERS | INNOVATIVE PLANNING PARTNERS | HORST & JAGER | HOLLY WEALTH PLANNING | HAVEN FINANCIAL ADVISORS, LLC | HAVEN ADVISORY PARTNERS | GUARDIAN CAPITAL MANAGEMENT, LLC | GRELLE, JUMP & COMPANY | GREENVILLE FINANCIAL GROUP | GREAT LAKES BAY FINANCIAL | GFO WEALTH MANAGEMENT, LLC | GBJ SCOTT FINANCIAL, INC. | GATEWAY FINANCIAL ADVISORS | FUQUAY FINANCIAL PLANNING | FULL SAIL FINANCIAL | FRUITION FINANCIAL, LLC | FRENCH FINANCIAL GROUP | FINANCIALLY FIT LLC | FINANCIAL DESIGN LABS | EP TREMBLAY & ASSOCIATES, INC. | D.H. HILL ADVISORS, INC. | CREST ADVISORS, LLC | CREATIVE RETIREMENT PLANNING, LLC | CONNECTIVE PORTFOLIO MANAGEMENT | CONE WEALTH MANAGEMENT | CK WEALTH MANAGEMENT GROUP | CHILENO BAY FAMILY OFFICE | CHATHAM STREET ADVISORS | CHASLYN FINANCIAL GROUP, INC. | CB INVESTMENT MANAGEMENT | CARR FINANCIAL | CAPIROS WEALTH MANAGERS | CAPIROS WEALTH MANAGEMENT | BURGESSER WEALTH MANAGEMENT | BROOKS & ASSOCIATES CPAS, INC. | BRIDGEMORE FINANCIAL | BREAKAWAY FINANCIAL GROUP, LLC | BRANDSTRATEGY INVESTMENT MANAGEMENT | BOROUGH WEALTH MANAGEMENT, LLC | BORDE GLOBAL WEALTH MANAGEMENT | BLACK WEALTH FINANCIAL | BIRCHFIELD PARTNERS, LLC | BETTER DIVORCE SOLUTIONS | BELRAY ASSET MANAGEMENT, LLC | BELRAY ASSET MANAGEMENT | BELPOINTE WEALTH MANAGEMENT | BELPOINTE ASSET MANAGEMENT LLC | BELPOINTE | BEALL FINANCIAL PLANNING, INC. | AZER, DRISCOLL & DESIMONE, LLC | ASSET PRESERVATION STRATEGIES, INC. | ASPEN PEAK WEALTH MANAGEMENT, LLC | ASE PRIVATE WEALTH | ASE FINANCIAL ADVISORY GROUP, LLC | APERCU ADVISORS, LLC | ANTHEM ADVISORS, LLC | ANCHORY LLC | AMBRE FINANCIAL | ALETHEIA ADVISORY SERVICES, LLC | AFIN FAMILY WEALTH MANAGEMENT, INC.
CRD#: 143440 / SEC#: 801-69329
RIA
Registered Investment Advisory firm - (6/19/2008 Approved)Connecticut
Registered Investment Advisory firm - (7/30/2008 Terminated)New York
Registered Investment Advisory firm - (10/14/2008 Cancelled)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BA
BELPOINTE ASSET MANAGEMENT LLC
ADVANCED PLANNING STRATEGIES | ZIMMERER & TECLE PRIVATE WEALTH MANAGEMENT, LLC | YATRA WEALTH DESIGN | WILCOX FINANCIAL SERVICES | WHITWELL & CO., LLC | WEALTH MANAGEMENT SOLUTIONS, LLC | TWO RIVERS WEALTH ADVISORS, LLC | TWENTY-TWENTY WEALTH & ADVISORY PARTNERS LLC | TUDOR CREST CAPITAL LLC | TODD MANN FINANCIAL SERVICES | TM FINANCIAL PLANNING | THREE PILLARS WEALTH MANAGEMENT, LLC | THORNTON INVESTMENT MANAGEMENT | THOR TRADING GROUP, LLC | THIRD AVENUE WEALTH | THE RETIREMENT ASSET MANAGEMENT GROUP | THE PATRIOT FINANCIAL GROUP, LLC | THE KORNERSTONE GROUP, LLC | THE ALCHEMISTS | T. MANN FINANCIAL | SYNERGY WEALTH MANAGEMENT | SYENA CAPITAL | SUMNER FINANCIAL ADVISORS, LLC | STEVEN L. SCHIPPEL CONSULTING | STEIN CAPITAL MANAGEMENT | SOONER PRIVATE FINANCIAL COUNCIL | SEAHORSE FAMILY OFFICE | SCHRECK WEALTH MANAGEMENT, LLC | SC CAPITAL ADVISORS | SARAH CARR FINANCIAL | SANGWIN INVESTMENTS | SANDERLING PARTNERS | ROWE FINANCIAL | RFS BLAZEI GROUP LLC | REUTER CAPITAL, LLC | RESHAPE WEALTH | REDWOOD FINANCIAL STRATEGIES | REDINGTON INVESTMENTS, LLC | R.D. TUNICK, INC. | PLATINUM FAMILY WEALTH OF BEVERLY HILLS, LLC | PALMERSTON GROUP ADVISORS | PALMER PRIVATE WEALTH | OSTB WEALTH STRATEGIES | OPUS WEALTH MANAGEMENT | OAK LEAF CAPITAL PARTNERS, LLC | NVISION WEALTH | NORTHSTAR FINANCIAL | NAVIGATION WEALTH MANAGEMENT, LLC | MOUNTAIN FINANCIAL CAPITAL | MOULTON WEALTH MANAGEMENT | MONTE RIO PARTNERS | MONGAR FINANCIAL SOLUTIONS | MONEYCOACH | MODERN CAPITAL, INC. | MIKE HINDMAN WEALTH ADVISORS, LLC | MIELE ADVISORY SERVICES, INC. | ME NEXT YEAR | MCLEAN ADVISORY GROUP | MANTZ WEALTH MANAGEMENT GROUP | LRVS ADVISORY GROUP | LIEBAERT ADVISORY GROUP | LEWIS WEALTH MANAGEMENT | LAUREL WEALTH SOLUTIONS | KNH GROUP, LLC | KIMMEL CONSULTING, LLC | KEY CONCERNS, INC. | KELLY DAY FINANCIAL SERVICES | KATSURA ASSET MANAGEMENT | JUMP, PERRY AND COMPANY, LLP | JULIAN WEALTH MANAGEMENT | JIM CIURLIK CONSULTING, INC. | JAG WM CO. | J.O.Y. WEALTH PARTNERS | INNOVATIVE PLANNING PARTNERS | HORST & JAGER | HOLLY WEALTH PLANNING | HAVEN FINANCIAL ADVISORS, LLC | HAVEN ADVISORY PARTNERS | GUARDIAN CAPITAL MANAGEMENT, LLC | GRELLE, JUMP & COMPANY | GREENVILLE FINANCIAL GROUP | GREAT LAKES BAY FINANCIAL | GFO WEALTH MANAGEMENT, LLC | GBJ SCOTT FINANCIAL, INC. | GATEWAY FINANCIAL ADVISORS | FUQUAY FINANCIAL PLANNING | FULL SAIL FINANCIAL | FRUITION FINANCIAL, LLC | FRENCH FINANCIAL GROUP | FINANCIALLY FIT LLC | FINANCIAL DESIGN LABS | EP TREMBLAY & ASSOCIATES, INC. | D.H. HILL ADVISORS, INC. | CREST ADVISORS, LLC | CREATIVE RETIREMENT PLANNING, LLC | CONNECTIVE PORTFOLIO MANAGEMENT | CONE WEALTH MANAGEMENT | CK WEALTH MANAGEMENT GROUP | CHILENO BAY FAMILY OFFICE | CHATHAM STREET ADVISORS | CHASLYN FINANCIAL GROUP, INC. | CB INVESTMENT MANAGEMENT | CARR FINANCIAL | CAPIROS WEALTH MANAGERS | CAPIROS WEALTH MANAGEMENT | BURGESSER WEALTH MANAGEMENT | BROOKS & ASSOCIATES CPAS, INC. | BRIDGEMORE FINANCIAL | BREAKAWAY FINANCIAL GROUP, LLC | BRANDSTRATEGY INVESTMENT MANAGEMENT | BOROUGH WEALTH MANAGEMENT, LLC | BORDE GLOBAL WEALTH MANAGEMENT | BLACK WEALTH FINANCIAL | BIRCHFIELD PARTNERS, LLC | BETTER DIVORCE SOLUTIONS | BELRAY ASSET MANAGEMENT, LLC | BELRAY ASSET MANAGEMENT | BELPOINTE WEALTH MANAGEMENT | BELPOINTE ASSET MANAGEMENT LLC | BELPOINTE | BEALL FINANCIAL PLANNING, INC. | AZER, DRISCOLL & DESIMONE, LLC | ASSET PRESERVATION STRATEGIES, INC. | ASPEN PEAK WEALTH MANAGEMENT, LLC | ASE PRIVATE WEALTH | ASE FINANCIAL ADVISORY GROUP, LLC | APERCU ADVISORS, LLC | ANTHEM ADVISORS, LLC | ANCHORY LLC | AMBRE FINANCIAL | ALETHEIA ADVISORY SERVICES, LLC | AFIN FAMILY WEALTH MANAGEMENT, INC.
CRD#: 143440 / SEC#: 801-69329
RIA
Registered Investment Advisory firm - (6/19/2008 Approved)Connecticut
Registered Investment Advisory firm - (7/30/2008 Terminated)New York
Registered Investment Advisory firm - (10/14/2008 Cancelled)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521
Mailing Address
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521
Phone number
(203) 629-3300
Established
Firm type
Fiscal year end
# of Employees
236
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,788 |
| AUM (Assets Under Management) | $ 6,010,457,854 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/28/2025 | ||
| 01/29/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BELPOINTE ASSET MANAGEMENT LLC
Chairman & Senior Financial AdviserCRD#: 143440TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
