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Theodore Michael Jenkin

Theodore Michael Jenkin

CFP®
EXIT WEALTH ADVISORS
ALPHARETTA, GA
·CRD# 2169338·35 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ted Jenkin

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 1996

Years of Experience

35 years in the financial services industry

Current & Past Employments

EXIT WEALTH ADVISORS·CRD# 332573
RIA
1040 Cambridge Square Suite C, Alpharetta, GA 30009
November 27, 2024 - Present
KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
Alpharetta, GA
May 4, 2016 - August 2, 2023
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
RIA
Alpharetta, GA
September 15, 2015 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
Alpharetta, GA
September 10, 2015 - August 2, 2023
INVESTACORP ADVISORY SERVICES INC·CRD# 109011
RIA
Alpharetta, GA
September 5, 2008 - September 8, 2015
INVESTACORP, INC.·CRD# 7684
BD
Alpharetta, GA
August 28, 2008 - September 8, 2015
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
RIA
Atlanta, GA
September 21, 1992 - September 2, 2008
IDS LIFE INSURANCE COMPANY·CRD# 6321
BD
Minneapolis, MN
August 21, 1991 - July 3, 2006
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Atlanta, GA
August 21, 1991 - September 2, 2008

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Current Firm

EW
EXIT WEALTH ADVISORS

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

CRD#: 332573 / SEC#: 801-134540
RIA
Registered Investment Advisory firm - SEC (11/17/2025 Approved)
Colorado
Registered Investment Advisory firm - Colorado (11/21/2025 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (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).

Contact Information

Main Address

1040 Cambridge Square Suite C, Alpharetta, GA 30009

Phone Number

(404) 474-8513

# of Employees

7

SEC notice filing (5 States and Territories)

Registered to provide investment advisory services in 5 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EXIT WEALTH ADVISORS, LLC FORM ADV PART 2A (9/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

582

AUM (Assets Under Management)

$243,222,773

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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 11. HeritageIRA, LLC; Address: 20628 Detriot Rd., Suite #270, Westlake, OH 44145, Investment Related, Nature of the Business: Alternative Investment Holdings, Position: Non-Compensated Board Member, Start Date: 5/27/2026, Approximate number of hours per month, less than 4 hrs, less than 1hrs during trading hours. Duties, advise on company strategy and internal decisions as a non-compensated board member.

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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".
EW
EXIT WEALTH ADVISORS

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

CRD#: 332573 / SEC#: 801-134540
RIA
Registered Investment Advisory firm - SEC (11/17/2025 Approved)
Colorado
Registered Investment Advisory firm - Colorado (11/21/2025 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 1992About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1991About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 1991About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Oct 1996About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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Theodore Michael Jenkin
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