Raymond Jenkins
Raymond Jenkins is a registered investment advisor at Live Oak Wealth Management, LLC, based in Covington, LA, with 18 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 450 clients with $57M 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 $250K | 2.00% |
| $250K - $750K | 1.85% |
| $750K - $1.0M | 1.70% |
| $1.0M - $2.0M | 1.65% |
| $2M+ | 1.25% |
Fees are generally negotiable.
Fee Estimator
Location
7020 Hwy 190 Suite A, Covington, LA, 70433
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Raymond is an investment advisor at Live Oak Wealth Management, LLC, spending about half his time managing fee-based accounts. He also works as an insurance agent for Fixed Insurance, PKS Financial, and WeInsure Smart, LLC, selling various insurance products and managing the agency.
Employment History
Current Registrations
Live Oak Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations2 states
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.