AJ
CFP
AJ
CFP

Andrew Jenkins

27 Years of Experience
Exton, PA
Broker

Andrew Jenkins is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Exton, PA, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

835 Springdale Drive, Suite 204, Exton, PA, 19341

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew is the owner and operator of Brandywine Valley Financial Services, LLC, dedicating about half of his time to providing financial planning and investment services. He also acts as a trustee and power of attorney, managing assets in a revocable trust, which requires minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2009 - Present · 17 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2009 - Present · 17 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2007 - April 2009 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2001 - April 2009 · 8 yrs 3 mos
Nationwide Advisory Services, INC.Broker
October 1993 - January 1996 · 2 yrs 3 mos
State Registrations26 states
ARCACOCTDCDEFLGAIAINKYMAMDNCNENHNJNYOHORPASCTNTXUTVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.