Joshua L. Jenkins
SEASIDE WEALTH ADVISORS LLC
Mechanicsburg, PA 17050
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CRD#: 6061301
Professional summary
Joshua Leon Jenkins, CFP®, ChFC®, CLU® is a registered financial advisor currently at SEASIDE WEALTH ADVISORS LLC located in Mechanicsburg, Pennsylvania.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Joshua has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH Seaside Wealth FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. 401 N 20TH PLACE, BRADENTON, FLORIDA, 34217, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, 100% OWNER, START DATE: 8/23/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NONE 3. JENKINS HOLDINGS LLC, MECHANICSBURG, PENNSYLVANIA, Investment related INVESTMENT PROPERTY, 100% OWNER, START DATE: 08/23/2022, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 6-20, INVESTMENT-RELATED. None 4. Topsul Development LLC MECHANICSBURG, PENNSYLVANIA, Holding company for investment properties. Investment related. 50% Owner Start date: 11/05/2024, 10 hours a month, 5 during trading hours. Investment related. NONE- PASSIVE OWNER WITH A PROPERTY MANAGEMENT COMPANY IN PLACE 5. Opes Capital Manager LLC, investment related, Camphill, PA. Manager of Opes Capital LLC, VP, Investor Relations. Feb 2025, 15 hours per month all during trading hours. Josh guides clients through the investment process, ensuring alignment of their vision, values, and goals with the firm's objectives.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Leon Jenkins'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: 2015
Experience
Current
October 18, 2024 - Present
SEASIDE WEALTH ADVISORS LLC
Office #1: 100 Sterling Parkway Suite 307, Mechanicsburg, PA 17050RIA
CRD#: 327645
Mechanicsburg, PA
Past
January 14, 2014 - September 14, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
Mechanicsburg, PA
Past
January 28, 2013 - December 20, 2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Mechanicsburg, PA
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
Pennsylvania(10/18/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SW
SEASIDE WEALTH ADVISORS LLC
SEASIDE WEALTH ADVISORS LLC | STERLING CAPITAL PARTNERS, LLC | STERLING CAPITAL PARTNERS
CRD#: 327645 / SEC#:
North Carolina
Registered Investment Advisory firm - (7/31/2023 Approved)Pennsylvania
Registered Investment Advisory firm - (4/5/2024 Approved)Texas
Registered Investment Advisory firm - (4/30/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6209 Oleander Dr Suite 102, Wilmington, NC 28403
Mailing Address
Phone number
(910) 550-3554
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 546 |
| AUM (Assets Under Management) | $ 84,300,000 |
Red Flags
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