John L. Jenkins,  CFP<sup>&reg;</sup> - Financial Advisor

John L. Jenkins, CFP®

AEP®, EA, CFF®

Chairman

Asset Preservation Strategies, Inc.

3636 Nobel Dr, Suite 440
San Diego, CA 92122-1042
FINANCIAL ADVISOR'S WEBSITE
(858) 455-1825

General

John Jenkins is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Asset Preservation Strategies, Inc. in San Diego, CA and the surrounding communities.

Financial Advisor Overview

Mr. Jenkins is a member of the Financial Planning Association and the North County Estate Planning Council of San Diego. In addition to adhering to a strict code of ethics for each of these organizations, he is required to obtain a minimum of 60 hours of continuing education credits every two years to retain active membership and licensing status. As a Retirement Distribution Specialist, Mr. Jenkins has authored four publications: "Minimum Retirement Plan Distribution Rules When Someone Passes Away", "Estate Planning with IRAs for California Professionals", "21st Century Wealth" and "Living and Learning, Achieve Retirement and Education Security".

Mr. Jenkins has been recognized as a Five Star, Best in Client Satisfaction Wealth Manager by San Diego Magazine for nine consecutive years, 2007 - 2015. He is recognized both in " Who's Who in California" and "Who's Who in Finance". He has been quoted in the financial press, including CNBC, Marketwatch, Yahoo! Finance, the Los Angeles Times, Forbes, and many others. Specific areas of expertise include comprehensive financial planning with particular emphasis on retirement distribution planning and IRA rollovers, tax, investment management, estate preservation and inheritance planning.

Mr. Jenkins holds the designations of Accredited Estate Planner, Enrolled Agent (tax) and Certified Financial Planner and is a Fellow of the Institute of the Estate and Wealth Strategies Institute at Michigan State University.

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Financial Advisor Experience

Mr. Jenkins has been practicing as a financial planner since 1982, obtaining the CFP Designation in 1985. He is the President and CEO of Asset Preservation Strategies, Inc., in San Diego, CA.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 31, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - AEP®, EA®

Insurance Licenses

  • Life insurance: CA, AZ
  • Health/disability insurance: CA, AZ
  • Fixed annuities: CA, AZ
  • Variable annuities: CA, AZ

Broker-Dealer Affiliation

Securities America, Inc.

Broker-Dealer Disclaimer

Securities offered through Securities America, Inc., a Registered Broker/Dealer Member FINRA/SIPC.  Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory firm, John L. Jenkins, Registered Investment Advisor Representative.  Asset Preservation Strategies, Inc., and Securities America are unaffiliated. John L. Jenkins, CA Insurance License #0647708.

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes

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