AJ
Alan P. Jenkins
CETERA INVESTMENT ADVISERS LLC
POCATELLO, ID 83201
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CRD#: 6477529
AJ
Professional summary
Alan Paul Jenkins is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Pocatello, Idaho and CETERA ADVISORS LLC located in Pocatello, Idaho.
Alan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Alan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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) NAME OF OTHER BUSINESS: JP & ASSOCIATES LLC, DBA JPA WEALTH ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2022; POSITION/TITLE/RELATIONSHIP: PART OWNER; APX # OF HRS PER WEEK: 40; APX # OF HRS DURING TRADING HRS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (2)NAME OF OTHER BUSINESS: IDAHO STATE UNIVERSITY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DANCE INSTRUCTION; POSITION/TITLE/RELATIONSHIP: DANCE INSTRUCTION ASSISTANT; START DATE: 01/2018; APX # OF HRS PER WEEK: 2; APX # OF HRS DURING TRADING HRS: NONE; BRIEF DESCRIPTION OF DUTIES: ASSIST WIFE IN INSTRUCTING COUPLES WITH COUNTRY SWING AND 2 STEP. (3)NAME OF OTHER BUSINESS: POCATELLO / CHUBBUCK CHAMBER OF COMM; INVESTMENT RELATED: NO; ADDRESS: 324 S MAIN ST, POCATELLO, ID 83204; NATURE OF BUSINESS: CHAMBER OF COMMERCE; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX # OF HRS PER WEEK: 1; APX # OF HRS DURING TRADING HRS: 1; BRIEF DESCRIPTION OF DUTIES: DISCUSS, DEBATE AND ADOPT POLICIES TO PROMOTE AND FOSTER A FAVORABLE BUSINESS CLIMATE; (4)NAME OF OTHER BUSINESS: A.R. EDGE LLC; INVESTMENT RELATED: NO; ADDRESS: 665 WARREN AVE, POCATELLO, ID 83201; NATURE OF BUSINESS: PASS THROUGH ENTITY FOR TAX PURPOSES; START DATE: 06/2016; POSITION/TITLE/RELATIONSHIP: OWNER; APX # OF HRS PER WEEK: NONE; APX # OF HRS DURING TRADING HRS: NONE; BRIEF DESCRIPTION OF DUTIES: NONE, PASS THROUGH ENTITY FOR TAX PURPOSES; (5) NAME OF OTHER BUSINESS: GATE CITY SOCCER; INVESTMENT RELATED: NO; ADDRESS: 181 JEFFERSON AVE, POCATELLO, ID 83201; NATURE OF BUSINESS: SOCCER COACH; START DATE: 08/2017; POSITION/TITLE/RELATIONSHIP: COACH; APX # OF HRS PER WEEK: 2; APX # OF HRS DURING TRADING HRS: NONE; BRIEF DESCRIPTION OF DUTIES: TEACH, COACH YOUTH THE GAME OF SOCCER; (6) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 03/2019; APX # OF HRS PER WEEK: 4; APX # OF HRS DURING TRADING HRS: 4; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, LONG TERM CARE, LTD, VISION AND DENTAL; (7) NAME OF OTHER BUSINESS: JPA CREDIT CONSULTANTS ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: CREDIT REPAIR ; START DATE: 05/2020; POSITION/TITLE/RELATIONSHIP: OWNER / CREDIT CONSULTANT ; APX # OF HRS PER WEEK: 4 ; APX # OF HRS DURING TRADING HRS: 4 ; BRIEF DESCRIPTION OF DUTIES: ADVISE CLIENTS ON METHODS TO IMPROVE CREDIT SCORE ; (8) NAME OF OTHER BUSINESS: BOUY BASH EVENTS INC.; INVESTMENT RELATED: NO; ADDRESS: 6123 GLENCREST AVE BOISE, ID 83714; NATURE OF BUSINESS: RACING EVENT; START DATE: 7/2021; POSITION/TITLE/RELATIONSHIP: DIRECTOR/BOARD MEMBER; APX # OF HRS PER WEEK: 2-3; APX # OF RS DURING TRADING HRS: 2-3; BRIEF DESCRIPTION OF DUTIES: HELP ORGANIZE RACES, SPONSOSPONSORS, VENDORS, RACERS, COLLECT FEES; (9) NAME OF OTHER BUSINESS: JP & ASSOCIATES LLC, DBA JPA INSURANCE, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 05/2022, POSITION/TITLE/RELATIONSHIP: PART OWNER, APX NUMBER OF HOURS PER WEEK: 10, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DBA FOR INSURANCE SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Alan Paul 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
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 416 South 4th Avenue, Pocatello, ID 83201RIA
CRD#: 105644
POCATELLO, ID
Current
March 8, 2019 - Present
CETERA ADVISORS LLC
Office #1: 611 Wilson Ave Ste 6d, Pocatello, ID 83201BD
CRD#: 10299
Pocatello, ID
Past
March 8, 2019 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
OVERLAND PARK, KS
Past
November 11, 2016 - March 1, 2019
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
Pocatello, ID
Past
November 11, 2016 - March 1, 2019
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
Pocatello, ID
Past
September 25, 2015 - November 4, 2016
WADDELL & REED
RIA
CRD#: 866
TWIN FALLS, ID
Past
August 7, 2015 - November 4, 2016
WADDELL & REED
BD
CRD#: 866
TWIN FALLS, ID
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
Idaho(3/8/2019)
IAR
Idaho(3/21/2024)
RR
Utah(3/8/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General 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)Upgrade to AdvisorCheck Premium
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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 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Pocatello, ID 83201TRUST BUT VERIFY
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