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Employer firm

Bankers Life Advisory Services, Inc. CRD 281285

$2.49B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Bankers Life Advisory Services, Inc.

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-07-20
  • OR RA
    APPROVED
    Since 2026-07-20

Branch Locations

6135 Ne 80Th Ave Unit A5, Portland, OR 97218 • United States

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pruco Securities Llc Lake Oswego OR 05/2024 11/2024
Jims Llc Portland OR 07/2016 01/2024
Ups Portland OR 12/2022 01/2023
Unemployeed Portland OR 01/2024 05/2024
Lpl Enterprise, Llc Lake Oswego OR 11/2024 01/2025
Bankers Life & Casualty, Inc Portland OR 06/2025 Present
Unemployed Portland OR 02/2025 06/2025
Bankers Life Securities, Inc Portland OR 07/2025 Present
Bankers Life Securities, Inc Portland OR 07/2026 Present
  • 05/2024 → 11/2024
    Pruco Securities Llc
    Lake Oswego, OR
  • 07/2016 → 01/2024
    Jims Llc
    Portland, OR
  • 12/2022 → 01/2023
    Ups
    Portland, OR
  • 01/2024 → 05/2024
    Unemployeed
    Portland, OR
  • 11/2024 → 01/2025
    Lpl Enterprise, Llc
    Lake Oswego, OR
  • 06/2025 → Present
    Bankers Life & Casualty, Inc
    Portland, OR
  • 02/2025 → 06/2025
    Unemployed
    Portland, OR
  • 07/2025 → Present
    Bankers Life Securities, Inc
    Portland, OR
  • 07/2026 → Present
    Bankers Life Securities, Inc
    Portland, OR
Other Businesses

I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-27
  • S66 Uniform Combined State Law Examination
    2026-06-27
Other Names
  • Jeremy Jenkins

View on SEC IAPD

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