Cynthia M. Jenkins

BG STRATEGIC ADVISORS LLC

West Palm Beach, FL 33401

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CRD#: 706510

Professional summary

Cynthia Madelyn Jenkins, who also goes by Cynthia Madelyn Anderson, Cynthia Madeline Jenkins, is a registered financial professional currently at BG STRATEGIC ADVISORS LLC located in West Palm Beach, Florida and MACK INVESTMENT SECURITIES, INC. located in Northfield, Illinois.

Cynthia is registered as a RR (Registered Representative) and started their career in finance in 1982. Cynthia has worked at 15 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 52, Series 24 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Cynthia Madelyn Anderson | Cynthia Madeline 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) - BD

Click below to view Cynthia Madelyn 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

October 4, 2021 - Present

BG STRATEGIC ADVISORS LLC

Office #1: 525 South Flagler Drive Suite 200, West Palm Beach, FL 33401

CRD#: 124448

West Palm Beach, FL

Current

July 7, 2022 - Present

MACK INVESTMENT SECURITIES, INC.

Office #1: 211 Waukegan Rd., Suite 300, Northfield, IL 60093

RIA

CRD#: 17643

Northfield, IL

Past

January 25, 2022 - July 26, 2022

UHLMANN PRICE SECURITIES, LLC

CRD#: 42854

SKOKIE, IL

Past

September 28, 2018 - July 11, 2022

CIM SECURITIES, LLC

CRD#: 120852

PALMER, AK

Past

June 7, 2017 - August 21, 2019

ALTERNATIVE ASSET INVESTMENT MANAGEMENT SECURITIES, LLC

CRD#: 135131

ENGLEWOOD, NJ

Past

August 28, 2015 - August 1, 2022

WIPFLI INSURANCE SERVICES, LLC

CRD#: 171954

MADISON, WI

Past

November 27, 2012 - June 25, 2024

CLASSIC, LLC

CRD#: 159357

FARGO, ND

Past

August 31, 2012 - April 28, 2017

EMERGENT FINANCIAL GROUP, INC.

CRD#: 37891

BLOOMINGTON, MN

Past

June 13, 2011 - December 5, 2012

FIRST AMERICAN SECURITIES, INC.

CRD#: 35841

ORRVILLE, OH

Past

May 6, 2011 - May 1, 2012

BELLMARK PARTNERS, LLC

CRD#: 155357

BOSTON, MA

Past

December 1, 2008 - October 29, 2010

MCLAUGHLIN RYDER INVESTMENTS, INC.

CRD#: 147529

EDINA, MN

Past

November 19, 2008 - September 28, 2009

FINTEGRA, LLC

CRD#: 16741

MINNEAPOLIS, MN

Past

July 21, 2006 - August 7, 2008

OAK STREET SECURITIES, INC.

CRD#: 133591

FOREST LAKE, MN

Past

April 30, 2003 - November 4, 2003

NORTHLAND SECURITIES, INC.

CRD#: 40258

MINNEAPOLIS, MN

Past

November 2, 1984 - June 30, 2006

VAN CLEMENS & CO. INCORPORATED

CRD#: 6914

MINNEAPOLIS, MN

Past

May 21, 1982 - December 6, 1983

VAN CLEMENS & CO. INCORPORATED

CRD#: 6914

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".

MACK INVESTMENT SECURITIES, INC.

CRD#: 17643 / SEC#: 801-29570, 8-35536

RIA

Registered Investment Advisory firm - SEC (5/28/1987 Approved)

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

State Registrations and Notice Filings

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

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

Florida
(10/4/2021)

Illinois
(7/7/2022)

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.

Exams

State Security Law Exam

Series 63

Date: 1/22/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/20/1994

General Securities Representative Examination

General Industry/Product Exam

Series 52

Date: 3/15/1980

Municipal Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/23/1994

General Securities Principal Examination

Principal/Supervisory Exam

Series 27

Date: 5/3/1982

Financial and Operations Principal Examination

SRO Registrations

FINRA

Current Firm

MACK INVESTMENT SECURITIES, INC.

CRD#: 17643 / SEC#: 801-29570, 8-35536

RIA

Registered Investment Advisory firm - SEC (5/28/1987 Approved)

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

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Contact information

Main Address

211 Waukegan Rd., Suite 300 Ste 300, Northfield, IL 60093

Mailing Address

211 Waukegan Rd., Suite 300, Northfield, IL 60093

Phone number

(847) 657-6600

Established

Illinois since 01/16/1986

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (15 States and Territories)

FINRA licenses (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

ADV 2A 03-31-25 (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
MACK, STEPHEN WALTER	TRUSTEE IS PRESIDENT	1007322
JENKINS, CYNTHIA MADELYN	CCO	706510

Regulatory assets under management

Total Number of Accounts	998
AUM (Assets Under Management)	$ 263,507,750

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

Cynthia M. Jenkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Cynthia Madelyn Jenkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

MACK INVESTMENT SECURITIES, INC.

UHLMANN PRICE SECURITIES, LLC

CIM SECURITIES, LLC

ALTERNATIVE ASSET INVESTMENT MANAGEMENT SECURITIES, LLC

WIPFLI INSURANCE SERVICES, LLC

CLASSIC, LLC

EMERGENT FINANCIAL GROUP, INC.

FIRST AMERICAN SECURITIES, INC.

BELLMARK PARTNERS, LLC

MCLAUGHLIN RYDER INVESTMENTS, INC.

FINTEGRA, LLC

OAK STREET SECURITIES, INC.

NORTHLAND SECURITIES, INC.

VAN CLEMENS & CO. INCORPORATED

VAN CLEMENS & CO. INCORPORATED

Primary Firm SEC Registration

MACK INVESTMENT SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/22/1985

Series 52TO

Date: 1/2/2023

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 5/20/1994

Series 52

Date: 3/15/1980

Series 24

Date: 8/23/1994

Series 27

Date: 5/3/1982

FINRA

Current Firm

MACK INVESTMENT SECURITIES, INC.

Contact information

SEC notice filing (15 States and Territories)

FINRA licenses (24 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Red Flags

Company Information

MACK INVESTMENT SECURITIES, INC.

TRUST BUT VERIFY

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