Joshua Jenkins
Joshua Jenkins is a ChFC-designated registered investment advisor at Seaside Wealth Advisors LLC, based in Mechanicsburg, PA, with 12 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 472 clients with $100M 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 $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
100 Sterling Parkway, Suite G20, Mechanicsburg, PA, 17050
Get directionsHistory
Regulatory History (11)
Customer Dispute
January 2025Customer Dispute
December 2024Customer Dispute
March 2024Customer Dispute
February 2024Customer Dispute
January 2024Customer Dispute
December 2023Customer Dispute
November 2023Employment Separation After Allegations
November 2023Customer Dispute
May 2023Customer Dispute
March 2023Customer Dispute
January 2023Other Business ActivitiesSells Insurance
Joshua may earn commissions from selling non-variable life, health, annuity, and/or disability income insurance products from unaffiliated insurance companies. He also owns several investment properties and is VP, Investor Relations for Opes Capital Manager LLC, spending about 10% of his time there.
Employment History
Current Registrations
Seaside Wealth Advisors LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
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.