CJ
Caleb L. Jenkins
CETERA INVESTMENT ADVISERS
CERES, CA 95307
Some features on this profile are disabled
CRD#: 5717593
CJ
Caleb Lee JenkinsCETERA INVESTMENT ADVISERS
Professional summary
Caleb Lee Jenkins is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Ceres, California and CETERA WEALTH SERVICES, LLC located in Ceres, California.
Caleb is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Caleb has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Aliases
None
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)ADP; ADP Accountant Advisory Board; As a member I collaborate with other industry professionals to provide strategic insights and feedback on ADP's products and services.; NIR; HRS 4; HRS 1; 09/01/2019; One ADP Boulevard, Roseland NJ 07068; Product Feedback, Strategic Guidance, Beta Testing, Networking and Advocacy, Educational Initiatives 2) RLJ FINANCIAL SERVICES, INC., Assistant; RLJ Financial Services, Inc. is a public tax and accounting firm that offers a comprehensive range of financial services to individuals and businesses.; IR; HRS 225; HRS 115; 01/27/2009; 1788 Mitchell Rd, Suite 102, Ceres CA 95307; Client Advisory and Service Management, App Research and Implementation, Tax Law Updates and Education, Sales and Marketing Oversight, Client Onboarding and Workflow Management 3)CHRISTIAN AID MINISTRIES; Educator & QuickBooks Consultant; Christian Aid Ministries is a program designed to provide financial services, business training, and spiritual support to individuals in developing countries. The SALT program aims to alleviate poverty by equipping individuals with the tools and knowledge.; NIR; HRS 5; HRS 1; 05/01/2015; PO Box 360, Berlin OH 44610; QuickBooks Setup and Training; Consulting and Technical Support; Business and Economics Education; Compliance and Reporting; Systems and Process Review 4)AVALARA; Avalara Accounting Meta Influencer Group; Avalara is a leading provider of cloud-based tax compliance automation solutions for businesses of all sizes. The company offers a suite of products and services designed to simplify and streamline the complexities of tax compliance.; NIR; HRS 1; HRS 1; 01/05/2023; 255 South King Street, Suite 1200, Seattle WA 98104; Content Creation, Thought Leadership, Community Engagement, Brand Advocacy 5)OLD GERMAN BAPTIST BRETHREN CHURCH - NEW CONFERENCE; Chairman of the Webmaster Committee; Christian denomination that upholds the teachings and traditions of the Old German Baptist Brethren.; NIR; HRS 20; HRS 5; 08/01/2012; 1521 Goldenwood Drive, Modesto CA 95350; Website Oversight, Content Management, Technical Support, Strategic Planning, Compliance and Security 6)PEAK MANAGEMENT GROUP, INC.; Secretary; Peak Management Group, Inc. provides consulting services to businesses, specializing in financial management, strategic planning, and operational efficiency.; NIR; HRS 1; HRS 0; 05/21/2014; 1788 Mitchell Rd, Suite 102, Ceres CA 95307; Financial Review, Check Writing, Record Keeping, Meeting Coordination, Compliance Monitoring 7)JENKINS CONSULTING; Founder & Owner; Consulting firm specializing in providing app developers with the guidance and tools they need to integrate with QuickBooks and develop user-friendly, high-quality business applications; NIR; HRS 10; HRS 2; 06/01/2017; 1521 Goldenwood Drive, Modesto CA 95350, United States; App Development Consulting, UX/UI Design Consulting, Writing Services, Speaking Engagements, Marketing Support 8)SATTLER COLLEGE; Board of Trustees, Treasurer; Sattler College is a private, non-profit educational institution that offers undergraduate degree programs with a focus on Christian-based higher education; NIR; HRS 5; HRS 1; 07/01/2023; 100 Cambridge Street, Suite #1701, Boston MA 02114; Financial Oversight, Strategic Planning, Audit and Compliance, Fundraising and Development, Governance and Policy Making 9)SEEDTIME ACRES; Advisory Board Member; Educational and experiential facility dedicated to raising awareness about the stark realities of poverty.; NIR; HRS 2; HRS 1; 01/01/2024; 759 Stephens Road, West Manchester OH 45382; Strategic Planning, Program Development, Financial Oversight, Community Engagement, Facility Management 10) NAME OF OTHER BUSINESS: INSPIRED GROWTH; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START: 11/2025, TITLE: FINANCIAL PROFESSIONAL, APX # OF HRS/WK & DUR TRD HRS: 20, DUTIES: DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Caleb Lee Jenkins'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1788 Mitchell Road Ste 102, Ceres, CA 95307RIA
CRD#: 105644
CERES, CA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1788 Mitchell Rd Suite 102, Ceres, CA 95307BD
CRD#: 13572
CERES, CA
Past
January 27, 2025 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Ceres, CA
Past
November 9, 2024 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
CERES, CA
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
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
RR
California(9/5/2025)
IAR
California(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/8/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Loading...
Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 |
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.
