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JJ

James H. Jenkins

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CRD#: 2829377
JJ

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.

James Harris Jenkins, who also goes by Jim Jenkins, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1996. James had worked at 7 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jim 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.
The advisor shows no other business activity.

Blog Corner


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®
None

Experience


Past

April 16, 2010 - August 7, 2012

NAVIAN CAPITAL SECURITIES LLC

BD
CRD#: 145037
CINCINNATI, OH
Past

June 19, 2008 - April 23, 2009

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
JERSEY CITY, NJ
Past

October 8, 2007 - April 10, 2008

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
CINCINNATI, OH
Past

December 7, 2000 - October 30, 2006

FORESIDE DISTRIBUTION SERVICES, L.P.

BD
CRD#: 15634
CINCINNATI, OH
Past

March 27, 1999 - May 1, 2000

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CINCINNATI, OH
Past

April 23, 1997 - March 27, 1999

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 3155
CINCINNATI, OH
Past

December 24, 1996 - March 25, 1997

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

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
RR
Series 63
Date: 12/30/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


NC
NAVIAN CAPITAL SECURITIES LLC
CD FUNDING SECURITIES, LLC | NAVIAN CAPITAL SECURITIES LLC

CRD#: 145037 / SEC#: , 8-67695

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
425 Walnut Street Suite 2500, Cincinnati, OH 45202
Mailing Address
425 Walnut Street Suite 2500, Cincinnati, OH 45202
Phone number
(513) 980-3264
Established
Delaware since 06/23/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
NAVIAN CAPITAL, LLCOWNER, SOLE MEMBER
BONACCI, TIMOTHY JOHNPRESIDENT, CEO, SROP, CROP4194271
JENKINS, ROBERT PATRICKCHIEF FINANCIAL OFFICER AND COO6030790
RUSSELL, SARAH DETLINGPRINCIPAL FINANCIAL OFFICER & FINOP6727189
STACHE, PAUL GERARDCHIEF COMPLIANCE OFFICER1170097

Disclosures


Regulatory Event2

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


NAVIAN CAPITAL SECURITIES LLC

CRD#: 145037

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