TJ
TJ

Tf Jenkins

18 Years of Experience
Austin, TX
1 DisclosureBrokerSells Insurance

Tf Jenkins is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Austin, TX, with 18 years of industry experience. Tf operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 15,631 clients with $10B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
213 advisors
Number of Clients
15,631 clients
Average Client Portfolio
$653K average
Assets Under Management
$10.2B

Fee Structure

Minimum Investment:$5K

Kestra Private Wealth Services (Kestra PWS) offers investment management services where your advisor manages your account based on your goals and risk tolerance. Fees are based on a percentage of your portfolio and can be up to 2.5% annually. The exact fee depends on factors like the size of your account, the type of account (e.g., retirement), and the specific services you use. Fees are negotiable. Kestra PWS also offers various advisory platforms with different fee structures, including program fees that may incentivize your advisor to increase your overall fee.

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Location

5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX, 78735

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History

Regulatory History (1)
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Employment Separation After Allegations
August 2019
Other Business ActivitiesSells Insurance

Tf is a registered representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC, spending nearly full-time on these activities. Tf also owns real estate and manages it as an Airbnb rental, dedicating minimal time to it.

Employment History
Current Registrations
Kestra Private Wealth Services, LLC
February 2020 - Present · 6 yrs 5 mos
Kestra Investment Services, LLCBroker
November 2019 - Present · 6 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2007 - September 2019 · 12 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2007 - September 2019 · 12 yrs 3 mos
State Registrations10 states
ALFLGAMAMENYSCTXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Tf Jenkins - Financial Advisor | TrueAdvisor