Theodore Jenkin
Theodore Jenkin is a CFP-designated registered investment advisor at Exit Wealth Advisors, based in Alpharetta, GA, with 33 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 184 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
1040 Cambridge Square, Suite C, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2023Employment Separation After Allegations
September 2015Customer Dispute
July 2012Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Theodore is involved in several business activities, including content creation for a YouTube channel, managing an LLC, public speaking, real estate ventures, and serving on the Financial Advisor Council for CNBC. He also co-owns oXYGen Fin Insur and sells fixed insurance products.
Employment History
Current Registrations
Exit Wealth Advisors
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Investacorp Advisory Services INC
Investacorp, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.