Theodore M. Jenkin
EXIT WEALTH ADVISORS
ALPHARETTA, GA 30009
Some features on this profile are disabled
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.
1: What Ted Says You Tube Channel Inv Rel: N NOB: you tube channel POS: Content producer &performing artist Strt: 7/1/20 Hrs/mth:0-16 Duts: Come up w/ content, shoot videos 2: GOLL, LLC Inv Rel: N NOB: LLC that all income will b rcvd in POS: Ownr Strt: 1/1/16 Hrs/mth: 0-16 Duts: Mnge profit &loss for entity. 3:Ted Jenkins Inv Rel: N NOB: Give speeches for fin srvcs &non financ srvcs comps POS: Speaker consult Strt: 4/6/20 Hrs/mth:0-16 Duts: Travel 1 or 2x??s/ mo to var cities to speak &consult 4: Arsenal Prop, LLC Inv Rel: Y NOB: Real Estate POS: Mmbr Strt: 12/1/19 Hrs/mth:0-16 Duts: Collect rent &make sure prop is funct running 5: Finl Advisor Council For CNBC Inv Rel: N NOB: CNBC asked to be on council POS: N/A- FA Council Strt: 1/12/18 Hrs/mth:0-16 Duts: write articles, CNBC appearances, &discuss topics rel to indust 6: oXYGen Fin Insur Inv Rel: Y NOB: Insur POS: Direct/co-Owner Strt: 1/1/09 Hrs/mth0-16 Duts: Sell fixed prods. Run mktng for Giggle Insur. 7: Hyperchatter, LLC Inv Rel: Y NOB: Real Estate POS: GP Strt Dt: 9/1/16 Hrs/mth:0-16 Duts: To mng, maint &lease out prop 8: Decimal Bookkeeping Inv Rel: N NOB: Bookkeeping srvcs POS: Owner Strt: 8/16/21 Hrs/mth: 0-16 Duts: mktng bookkeeping srvcs 9. ESL (EXIT STAGE LEFT) LLC POSI: Owner/Busi Consltnt NOB: helping owners of Vet Clinics, IT Compnies, Constr Compnies, Tech Compnies, Blue Collar Busi etc. selling real estate INV REL: N #OF HRS: 2 SEC TRAD HRS: 8 STRT: 01/01/2022 ADDR: 220 Heritage Walk, Ste 121, Woodstock GA 30188 DESC: Entity desgnd for new entrepreneurs, owners, etc. who want consltng on their busi. Includes from beg start up to mostly preparing for the best way to get the busi ready to sell. Disc how to: Improve cust sat, Red dependence on key personnel, Differentiate your busi from the comp, Improve steadiness &predictability of cash flow, Reduce dependence on top customers 10. KLONDIKE FINANCIAL, LLC POS: Board Of Director NOB: FinTech Software For People That Need Bdgtng Help INV REL: Y #OF HRS: 5 SEC TRAD HRS: 5 STRT: 01/16/2023 ADDR: 900 Battery Ave, Ste 100, Atlanta GA 30339 DESC: Marketing Expertise Industry Expertise For Design Of Software Coaching &Leadership Development Of CEO
CRS (Client Relationship Summary) - RIA
Click below to view Theodore Michael Jenkin's 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®
Start date: 1996
Experience
Current
November 27, 2024 - Present
EXIT WEALTH ADVISORS
Office #1: 1040 Cambridge Square Suite C, Alpharetta, GA 30009RIA
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
BD
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.
BD
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
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
August 21, 1991 - September 2, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
ATLANTA, GA
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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
EW
EXIT WEALTH ADVISORS
EXIT WEALTH | EXIT WEALTH ADVISORS, LLC | EXIT WEALTH ADVISORS
CRD#: 332573 / SEC#: 801-134540
Colorado
Registered Investment Advisory firm - (5/5/2025 Approved)Georgia
Registered Investment Advisory firm - (11/27/2024 Approved)Upgrade to AdvisorCheck Premium
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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
6
Documents
Regulatory assets under management
| Total Number of Accounts | 468 |
| AUM (Assets Under Management) | $ 187,236,544 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
