James P. Jenkins

STRATEGIC ADVOCATES

Logan, UT 84321

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CRD#: 5261717

Professional summary

James Patrick Jenkins, who also goes by Patrick Jenkins, is a registered financial advisor currently at STRATEGIC ADVOCATES, LLC located in Logan, Utah and CREATIVEONE SECURITIES, LLC located in Logan, Utah.

James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. James has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick 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.) Strategic Advocates, LLC; Investment Related; 255 South Main #140 Logan, UT 84321; RIA; Owner; Start Date: 7/2021; 160 hours devoted monthly; 160 hours devoted monthly during trading hours; Managing client assets 2.) CreativeOne Securities, LLC; Investment-Related; 6330 Sprint Parkway, Suite 400 Overland Park, KS 66211; Broker Dealer; Investment Adviser Representative; Start Date: 3/2024; 160 hours devoted monthly; 160 hours devoted monthly during trading hours; Commission Products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Patrick Jenkins's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

September 19, 2022 - Present

STRATEGIC ADVOCATES, LLC

Office #1: 255 S Main St Ste 140, Logan, UT 84321

RIA

CRD#: 316858

Logan, UT

Current

March 6, 2024 - Present

CREATIVEONE SECURITIES, LLC

Office #1: 255 South Main Suite 140, Logan, UT 84321

RIA

CRD#: 152974

Logan, UT

Past

January 5, 2023 - March 12, 2024

CROWN CAPITAL SECURITIES, L.P.

RIA

CRD#: 6312

LOGAN, UT

Past

January 3, 2023 - March 12, 2024

CROWN CAPITAL SECURITIES, L.P.

CRD#: 6312

LOGAN, UT

Past

February 16, 2017 - December 31, 2022

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Logan, UT

Past

February 9, 2017 - December 31, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

LOGAN, UT

Past

May 2, 2013 - February 15, 2017

YELLOWSTONE PARTNERS

RIA

CRD#: 137236

LOGAN, UT

Past

January 11, 2010 - May 29, 2013

DEMARS FINANCIAL GROUP LLC

RIA

CRD#: 116257

LOGAN, UT

Past

February 26, 2007 - February 28, 2017

CROWN CAPITAL SECURITIES, L.P.

CRD#: 6312

LOGAN, UT

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".

STRATEGIC ADVOCATES, LLC

CRD#: 316858 / SEC#: 801-126262

RIA

Registered Investment Advisory firm - (7/29/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(3/6/2024)

Arizona
(3/6/2024)

California
(3/6/2024)

Florida
(3/6/2024)

Idaho
(3/6/2024)

Michigan
(3/6/2024)

Montana
(3/6/2024)

Nevada
(3/6/2024)

New Mexico
(3/6/2024)

Tennessee
(3/6/2024)

IAR

Texas
(3/20/2023)

Texas
(3/6/2024)

IAR

Utah
(9/19/2022)

Utah
(3/6/2024)

Virginia
(3/6/2024)

Washington
(3/6/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/31/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/23/2007

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

STRATEGIC ADVOCATES, LLC

CRD#: 316858 / SEC#: 801-126262

RIA

Registered Investment Advisory firm - (7/29/2022 Approved)

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Contact information

Main Address

255 S Main St Ste 140, Logan, UT 84321

Mailing Address

500 N Street Suite 30, Sacramento, CA 95814

Phone number

(888) 247-7753

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STRATEGIC ADVOCATES 2A BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	2,622
AUM (Assets Under Management)	$ 433,835,344

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.

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Advisor Monitoring

Firm Stability Insights

James P. Jenkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Patrick Jenkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEONE SECURITIES, LLC

CROWN CAPITAL SECURITIES, L.P.

CROWN CAPITAL SECURITIES, L.P.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

YELLOWSTONE PARTNERS

DEMARS FINANCIAL GROUP LLC

CROWN CAPITAL SECURITIES, L.P.

Primary Firm SEC Registration

STRATEGIC ADVOCATES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/31/2007

SIE

Date: 10/1/2018

Series 7

Date: 2/23/2007

FINRA

Current Firm

STRATEGIC ADVOCATES, LLC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGIC ADVOCATES, LLC

TRUST BUT VERIFY

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