Richard Paul Jenkins

Current Employers

Employment History

• 08/2015 → 09/2024
  Commonwealth Financial Network
  Waltham, MA
• 07/2018 → Present
  Focused Financial Solutions, Inc.
  Manlius, NY
• 09/2024 → 09/2025
  Avantax Investment Services Inc.
  Manlius, NY
• 09/2024 → 09/2025
  Avantax Advisory Services
  Manlius, NY
• 09/2024 → 09/2025
  Avantax Insurance Agency, Llc
  Manlius, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Manlius, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-09-12 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Manlius, NY
• 2021-06-29 → 2024-09-13
  Commonwealth Financial Network
  Syracuse, NY

Other Businesses

1) ADVANCED FINANCIAL SERVICES, INC. POSITION: Financial planner NATURE: Provide financial advice and planning to clients including assist in purchasing financial products offered by Advanced Financial Services and it's B/D Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2024 ADDRESS: 320 Fayette Street, Manlius NY 13104 DESCRIPTION: As a Advisor representative of Advanced Financial Services Inc., I will prospect for new clients and service current client customers with product education and information. My business objective will be to help customers purchase financial products needed by them for income and growth. Tax planning and retirement planning are key aspects of my responsibilities. Asset management and income planning will be offered. 2) FOCUSED FINANCIAL SOLUTIONS, INC. POSITION: Owner NATURE: I offer investment planning, financial planning, retirement planning, estate planning, and tax planning services INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 110 START DATE: 07/06/2018 ADDRESS: 320 Fayette Street, Manlius NY 13104 DESCRIPTION: This is the entity under which I operate my financial planning and advisory business. I am owner and financial advisor providing financial advice and products. Duties: 1. Meet with clients, 2. Advise clients on financial planning and investment topics, 3. Offer investment products, 4. Monitor and service client accounts, and 5. Report investment performance and recommend changes consistent with their goals. 4) THE LEARNING PLACE, INC. POSITION: Treasurer NATURE: volunteer corporate officer -provide financial oversight and accounting services. The Learning Place is a non-profit, volunteer based, literacy agency providing tutoring for adults seeking to improve their literacy and reading skills as well as ESL for the immigrant population. INVESTMENT REL ATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2004ADDRESS: 501 Park Street, Syracuse NY 13202 DESCRIPTION: provide financial oversight and accounting service: financial oversight and planning, bookkeeping and reporting, tax filings and reporting, budgeting and forecasting

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-02-20
• S65 Uniform Investment Adviser Law Examination
  1998-02-05

Designations

Other Names

• Richard P Jenkins
• Richard Jenkins