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George Alexander Jenkins

LPl Financial LLC

Pennington, NJ

CRD 2154229

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-17
  • NJ RA
    APPROVED
    Since 2025-03-17

Branch Locations

108 Straube Center Blvd # I-7, Pennington, NJ 08534 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Pennington NJ 04/2012 Present
Private Portfolio Partners, Llc Pennington NJ 03/2016 03/2025
  • 04/2012 → Present
    Pennington, NJ
  • 03/2016 → 03/2025
    Private Portfolio Partners, Llc
    Pennington, NJ
Previous Registrations
  • 2016-03-07 → 2025-04-08
    Private Portfolio Partners, Llc
    Pennington, NJ
    Paramus, NJ
    Pennington, NJ
  • 2014-09-05 → 2016-05-02
    Insight Private Advisors, Llc
    Pennington, NJ
    Bridgewater, NJ
  • 2012-06-28 → 2014-12-12
    Premier College Funding
    Flemington, NJ
  • 2008-09-16 → 2012-04-04
    Pennington, NJ
Other Businesses

1) 05/16/2014: Martin Insurance Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 3% Time Spent - Offer clients Medicare Supplement Insurance or Medigap Insurance. No specific title, other than producer, duties will be if my LPL clients/prospect have need for specific need, look to offer solution, no specific authority. 2) 03/28/2016: Private Portfolio Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start 03/03/2016 - 100 Hours Per Month During Securities Trading. 3) 6/14/2016 - Private Portfolio Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 03/03/2016 - 100 Hours Per Month During Securities Trading. 4) 9/17/2021 - Essential Wealth Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/13/2021 - 160 Hours Per Month/8 Hours During Securities Trading 5) 9/29/2021 - Private Portfolio Partners - DBA: (Hybrid) Essential Wealth Planning - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/17/2021 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Private Portfolio Partners, Inc.an independent investment advisor firm. I started this business activity in 9/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-03
S63 Uniform Securities Agent State Law Examination 1997-05-07
S65 Uniform Investment Adviser Law Examination 1997-04-15
  • S66 Uniform Combined State Law Examination
    2008-09-03
  • S63 Uniform Securities Agent State Law Examination
    1997-05-07
  • S65 Uniform Investment Adviser Law Examination
    1997-04-15
Other Names
  • Alex Jenkins

View on SEC IAPD

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