Theodore M. Jenkin

EXIT WEALTH ADVISORS

ALPHARETTA, GA 30009

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CRD#: 2169338

Professional summary

Theodore Michael Jenkin, CFP®, who also goes by Ted Jenkin, is a registered financial advisor currently at EXIT WEALTH ADVISORS located in Alpharetta, Georgia.

Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Theodore has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ted Jenkin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore Michael Jenkin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1996

Experience

Current

November 27, 2024 - Present

EXIT WEALTH ADVISORS

Office #1: 1040 Cambridge Square Suite C, Alpharetta, GA 30009

RIA

CRD#: 332573

ALPHARETTA, GA

Past

May 4, 2016 - August 2, 2023

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

ALPHARETTA, GA

Past

September 15, 2015 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

ALPHARETTA, GA

Past

September 10, 2015 - August 2, 2023

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

ALPHARETTA, GA

Past

September 5, 2008 - September 8, 2015

INVESTACORP ADVISORY SERVICES INC

RIA

CRD#: 109011

ALPHARETTA, GA

Past

August 28, 2008 - September 8, 2015

INVESTACORP, INC.

CRD#: 7684

ALPHARETTA, GA

Past

September 21, 1992 - September 2, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ATLANTA, GA

Past

August 21, 1991 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 21, 1991 - September 2, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EXIT WEALTH ADVISORS

EXIT WEALTH | EXIT WEALTH ADVISORS, LLC | EXIT WEALTH ADVISORS

CRD#: 332573 / SEC#: 801-134540

RIA

Registered Investment Advisory firm - (11/17/2025 Approved)

Colorado

Registered Investment Advisory firm - (11/21/2025 Terminated)

Georgia

Registered Investment Advisory firm - (12/22/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(11/27/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/24/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/29/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/19/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/11/1996

General Securities Principal Examination

Current Firm

EXIT WEALTH ADVISORS

EXIT WEALTH | EXIT WEALTH ADVISORS, LLC | EXIT WEALTH ADVISORS

CRD#: 332573 / SEC#: 801-134540

RIA

Registered Investment Advisory firm - (11/17/2025 Approved)

Colorado

Registered Investment Advisory firm - (11/21/2025 Terminated)

Georgia

Registered Investment Advisory firm - (12/22/2025 Terminated)

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Contact information

Main Address

1040 Cambridge Square Suite C, Alpharetta, GA 30009

Mailing Address

Phone number

(404) 474-8513

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EXIT WEALTH ADVISORS, LLC 2A (9/11/2025)

Regulatory assets under management

Total Number of Accounts	468
AUM (Assets Under Management)	$ 187,236,544

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Theodore M. Jenkin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore Michael Jenkin's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

INVESTACORP ADVISORY SERVICES INC

INVESTACORP, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

EXIT WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/24/1992

Series 63

Date: 8/29/1991

SIE

Date: 10/1/2018

Series 7

Date: 8/19/1991

Series 24

Date: 10/11/1996

Current Firm

EXIT WEALTH ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EXIT WEALTH ADVISORS

TRUST BUT VERIFY

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