More Resources

Name: Asset Preservation Strategies, Inc.
Address: 3636 Nobel Dr, Suite 440, San Diego, CA, 92122, US
Telephone: (858) 455-1825

Coming Soon

Contact Us

3636 Nobel Dr, Suite 440
San Diego, CA 92122

1203 De La Vina Street
Santa Barbara, CA 93101

Telephone: (858) 455-1825
Fax: (858) 455-6211

Newsletter Sign Up

John L. Jenkins, AEP^®, CFP^®, BPC

Connect on LinkedIn
Find on BrokerCheck

Gregory R. Banner, CFP^®, CLU^®, CRTP

Connect on LinkedIn
Find on BrokerCheck

Monica Szakos Cramer, CFP^®, CEPA, BFA

Connect on LinkedIn
Find on BrokerCheck

Advisory services are only offered to clients or prospective clients where Asset Preservation Strategies and its Investment Advisor Representatives are properly licensed or exempt from registration.

John L. Jenkins of Asset Preservation Strategies, Inc. offers securities through Arete Wealth Management, LLC, a Registered Broker/Dealer Member FINRA/SIPC/NFA. John L. Jenkins, Gregory R. Banner, and Monica Szakos offer Advisory services through Axxcess Wealth Management LLC., an SEC Registered Investment Advisor. Tax services offered through Asset Preservation Strategies, Inc. Asset Preservation Strategies, Inc., Axxcess Wealth Management LLC., and Arete Wealth Management LLC., are unaffiliated. John L. Jenkins, CA Insurance License #0647708. Gregory R. Banner, CA Insurance License #0B64761.Monica Szakos, CA Insurance License #0I76089.

Asset Preservation Strategies ("APS") is a dba of Axxcess Wealth Management, LLC ("Axxcess") is a registered investment advisor ("RIA"). Axxcess is located in the State of California. Asset Preservation Strategies provides investment advisory and related services for clients nationally. Asset Preservation Strategies will maintain all applicable registration and licenses as required by the various states in which Asset Preservation Strategies conducts business, as applicable. Asset Preservation Strategies renders individualized responses to persons in a particular state only after complying with all regulatory requirements or pursuant to an applicable state exemption or exclusion.