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RJ

Raymond K. Jenkins

LIVE OAK WEALTH MANAGEMENT
COVINGTON, LA 70433
Some features on this profile are disabled
CRD#: 5288976
RJ

Professional summary

Raymond Kenzie Jenkins Jr, who also goes by Raymond Kenzie Jenkins Jr., Raymond Kenzie Jenkins, Raymond Jenkins, is a registered financial advisor currently at LIVE OAK WEALTH MANAGEMENT, LLC located in Covington, Louisiana.

Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Raymond has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Raymond Kenzie Jenkins Jr. | Raymond Kenzie Jenkins | Raymond 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) - RIA

Click below to view Raymond Kenzie Jenkins Jr's 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

February 3, 2020 - Present

LIVE OAK WEALTH MANAGEMENT, LLC

Office #1: 7020 Hwy 190 Suite A, Covington, LA 70433
RIA
CRD#: 306225
COVINGTON, LA
Past

February 28, 2020 - May 1, 2024

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Covington, LA
Past

September 2, 2016 - February 3, 2020

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
COVINGTON, LA
Past

September 2, 2016 - February 3, 2020

SECURITIES AMERICA, INC.

BD
CRD#: 10205
COVINGTON, LA
Past

April 26, 2007 - September 1, 2016

EDWARD JONES

RIA
CRD#: 250
COVINGTON, LA
Past

March 29, 2007 - September 1, 2016

EDWARD JONES

BD
CRD#: 250
COVINGTON, LA

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.

Highlighted states indicate IAR registrations

IAR
Louisiana
(2/3/2020)
IAR
Mississippi
(5/14/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/13/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/28/2007
General Securities Representative Examination

Current Firm

LO
LIVE OAK WEALTH MANAGEMENT, LLC
LIVE OAK WEALTH MANAGEMENT, LLC

CRD#: 306225 / SEC#:

Louisiana
Registered Investment Advisory firm - (11/26/2019 Approved)
Mississippi
Registered Investment Advisory firm - (4/5/2021 Approved)
Texas
Registered Investment Advisory firm - (10/28/2019 Conditional Restricted)
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Contact information

Main Address
7020 Hwy 190 Suite A, Covington, LA 70433
Mailing Address
Phone number
(985) 624-8916
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts319
AUM (Assets Under Management)$ 41,564,029

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

LIVE OAK WEALTH MANAGEMENT, LLC

CRD#: 306225Covington, LA 70433

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