Robert A. Jenkins
Financial Advisor | Principal Securities Registered Representative | Financial Services Representative
- Role
- Financial Advisor at Principal Financial Group
- Location
- Roseville, CA, US
- LinkedIn followers
- 500 followers
About Robert A. Jenkins
Growing up as the son of a small business owner and an educator in Silicon Valley, Robert witnessed important lessons that still drive him today. Robert\'s clients deal with a myriad of financial decisions each day and even the smartest and the most talented can struggle to maintain a suitable work-life balance. This is where Robert can help. By leveraging his knowledge to navigate the increasingly diverse financial landscape, Robert\'s clients can work towards winning back time for the things they enjoy. He creates a custom framework to help them allocate their two most valuable resources: time and money.Robert focuses on comprehensive financial planning and wealth management for business owners, professionals, and their families. He is passionate about financial education and helping people work toward financial success.In his free time, Robert can often be found enjoying the outdoor and social aspects of Northern California with his wife and children.EDUCATION & CREDENTIALSRobert is a graduate of California State University, Sacramento College of Business Administration with a concentration in Finance. He holds a FINRA Series 7 and Series 66 securities registrations, Life & Health Insurance licenses, as well as the designation of Accredited Investment Fiduciary skills list below does not imply licensure, training, or the ability to solicit products or services.
Experience
Financial Advisor
Oct 2019 — Present · Roseville, CA, US
Insurance products issued by Principal National Life Insurance Co.(except in NY), Principal Life Insurance Co, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc,(80••••••37, Member SIPC. Principal National, Principal Life, the Preferred Product Network and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392.Robert A. Jenkins, is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed
Education
California State University-Sacramento
B.S, Business Administration - Finance
2009 — 2011
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