Christopher Paul Jenkins

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2005 → 05/2023
  Aig Financial Advisors, Inc.
  Phoenix, AZ
• 11/2006 → Present
  Cpa Financial Group, Inc
  Laguna Hills, CA
• 11/2006 → Present
  Cpa Financial Group, Inc
  Laguna Hills, CA
• 05/2023 → Present
  Lpl Financial Llc
  Laguna Hills, CA

Previous Registrations

• 2005-10-31 → 2023-05-15
  Osaic Services, Inc.
  Laguna Hills, CA
• 2005-04-19 → 2005-10-31
  Sunamerica Securities, Inc.
  Laguna Hills, CA
• 2004-05-06 → 2005-04-20
  Cetera Investment Advisers Llc
  Laguna Hills, CA
• 2001-01-05 → 2004-09-30
  Genworth Financial Planning Corporation
  Laguna Hills, CA

Other Businesses

1) 5/2023 - CPA Financial Group, INC. / Tax Prep/Accounting/CPA / Laguna Hills CA - Start date 01/01/1989 - 8 Hrs per month

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-11-30
• S65 Uniform Investment Adviser Law Examination
  2000-06-27