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Larry Tyrone Jenkins

Advisor at CreativeOne Securities, LLC — Ewing, NJ

Updated today

Credentials

Series 63, Series 65

Experience

31 years

Location

Ewing, NJ

CreativeOne Securities, LLC logo

CreativeOne Securities, LLC

Multi-team

Total advisors

128

Across 67 offices

Clients per advisor

97 Very High

Avg AUM per client

$183,544 Very Low

HNW client ratio

3% Very Low

About

Larry Jenkins is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Client One Securities since 2012 and operates Jenkins And Associates, where he provides sales and service related to fixed, indexed, and life insurance. In addition to his advisory roles, Jenkins is involved in tax preparation through Best Accounting, Inc. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management via its proprietary platforms.

Client services

Based on CreativeOne Securities, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on CreativeOne Securities, LLC

Retirement income strategy Annuities Wealth management General estate planning guidance

Occupation focus

Based on CreativeOne Securities, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Consulting and Financial Planning fixed fees from $300 to $10,000 depending on complexity and scope.

Percentage

$0 - $19,999: $25,000 - $149,999: varies by program and negotiation $150,000+: for CreativeOne Wealth, LLC Alpha UMA minimum $0+: Retirement Plan Services: 1.8% to 2.0% for Section 3(21) services; 1.5% to 3% for Section 3(38) services; fees negotiable $0+: CreativeOne Wealth, LLC Platform Fees: 0.55% to 2.5% annually; negotiated $0+: Client Choice Investment Management fees: up to 2.0% annually, negotiable

Commissions

C1S and its Representatives are also licensed as brokers and insurance agents and receive commissions for sale of securities and insurance products.

Project-based

Consulting and Financial Planning hourly rates from $100 to $250 per hour, negotiable.

Subscriptions

Consulting Services ongoing monthly retainer fees from $50 to $100 per month.

Other

Account minimum: $25,000 for all management programs except $150,000 for CreativeOne Wealth, LLC Alpha UMA Minimum fee: $300 minimum fee for Consulting and Financial Planning services Fee-only: Consulting and Financial Planning services charged on fixed-fee, hourly rate ($100-$250/hour), or monthly retainer ($50-$100 per month). Fees negotiable.

Location

See office

Ewing, NJ

Ewing NJ

Advisors at this office

1

Most active in

New Jersey

Work history

31 years of industry experience

Client One Securities

2012 - Present • 14 years

Leawood, KS

Jenkins And Associates

2011 - Present • 15 years

Hamilton, NJ

New England Securities

2007 - 2011 • 4 years

Newtown Square, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Michael K

Series 63, Series 65

Princeton, NJ

Endowbridge Capital, LLC

Michael Karris is the sole advisor at EndowBridge Capital, LLC in Princeton, NJ, holding Series 63 and Series 65 designations with 10 years of industry experience. He has been with EndowBridge Capital since 2013. EndowBridge Capital provides discretionary investment management and sub-advisory services primarily to institutional and nonprofit clients such as endowments, foundations, and pension plans. The firm offers balanced growth and income strategies implemented through transparent, low-cost ETF portfolios guided by a modern endowment investment approach.

Passive / index investing Active portfolio management Wealth management Factor investing / smart beta Real estate investing Founder/Business Owner Values-based investing
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Robert G

CFP®, CFA®

Princeton, NJ

Roche Financial Partners LLC

Robert Gregov is a CFP® and CFA® with 21 years of experience in financial advising. He has been with Roche Financial Partners LLC since 2004. Roche Financial Partners LLC is an independent firm providing continuous financial oversight and discretionary investment management to individual clients and their families. The firm employs a diversified, tax-aware asset allocation strategy using low-cost index funds and incorporates derivatives in separately managed accounts to manage risk, with portfolios tailored to client specifications.

Wealth management General retirement planning Cash flow / budgeting
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Matthew C

Series 66

Bensalem, PA

Conroy Capital LLC

Matthew Conroy is a financial advisor at Conroy Capital LLC with two years of industry experience. He holds a Series 66 license and has previously worked at Fortis Group Advisors, LPL Financial, and Prudential. Outside of his advisory role, he is employed by Pro Football Focus, a sports analytics company. Conroy Capital LLC provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, and manages a privately offered pooled investment vehicle. The firm employs both fundamental and technical analysis across a range of asset classes and offers customized, discretionary account management with regular portfolio monitoring and reporting.

Private / alternative investments Active portfolio management Wealth management
user avatar

Adam A

Series 66

Newtown, PA

Premier Prosperity Advisors LLC

Adam Amorn is a financial advisor at Premier Prosperity Advisors LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch for five years before founding his current firm in 2017. He is also a licensed independent insurance agent. Premier Prosperity Advisors LLC is a single-advisor independent registered investment adviser managing over $17 million in client assets. The firm serves individuals, high net worth clients, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and pension consulting services.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Peter P

Series 63, Series 65

Robbinsville, NJ

Pandolfo Capital, LLC

Peter Pandolfo Jr is the sole advisor at Pandolfo Capital, LLC, an independent registered investment adviser based in Robbinsville, NJ. He holds Series 63 and Series 65 designations and has 26 years of industry experience, leading his firm since 2008. Pandolfo Capital provides discretionary portfolio management to individuals and various organizational clients, including pension plans, trusts, and charitable organizations. The firm employs a fundamental, value-oriented investment approach with concentrated portfolios and maintains a tailored, discretionary relationship with its clients.

Active portfolio management
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Jeffrey B

Series 63, Series 65

Newtown, PA

Paladin Retirement Advisors

Jeffrey Beyer Jr. is the sole advisor at Paladin Retirement Advisors, an independent registered investment adviser based in Newtown, PA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding Paladin, he worked at AE Wealth Management, USA Financial Securities Corporation, and United Planners' Financial Services of America. In addition to his advisory role, he conducts insurance sales and service as a sole proprietor. Paladin Retirement Advisors provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a combination of in-house management, sub-advisors, and co-advisor relationships to implement model portfolios and offers pension consulting services under ERISA fiduciary standards.

General retirement planning Retirement income strategy Wealth management Retired Founder/Business Owner
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