David M. Jenkins

TRESTLE WEALTH ADVISORY

Duluth, GA 30096

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CRD#: 6456564

Professional summary

David Michael Jenkins is a registered financial advisor currently at TRESTLE WEALTH ADVISORY, LLC located in Duluth, Georgia.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. David has worked at 2 firms and has passed the Series 65 exam.

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.

INDEPENDENT CONTRACTOR FOR DAKTRONICS AND UNIVERSITY OF GEORGIA: 233 COREY DR., DANIELSVILLE GA 30633, BEGAN 09/2014 ASSIST IN AUDIO/VISUAL PRODUCTION OF SPORTING EVENTS FOR THE UNIVERSITY OF GEORGIA; APPROX. 20 HRS/MONTH, 0 HOURS DURING TRADING, NOT INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Michael 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®

None

Experience

Current

January 30, 2024 - Present

TRESTLE WEALTH ADVISORY, LLC

Office #1: 3470 Mcclure Bridge Rd #2322, Duluth, GA 30096

RIA

CRD#: 329077

Duluth, GA

Past

April 27, 2015 - July 5, 2024

ELEVATE WEALTH ADVISORY, INC.

RIA

CRD#: 149713

ATHENS, 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
(1/30/2024)

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: 3/31/2015

Uniform Investment Adviser Law Examination

Current Firm

TRESTLE WEALTH ADVISORY, LLC

JENKINS WEALTH MANAGEMENT, LLC | TRESTLE WEALTH ADVISORY, LLC

CRD#: 329077 / SEC#:

Georgia

Registered Investment Advisory firm - (1/30/2024 Approved)

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Contact information

Main Address

3470 Mcclure Bridge Rd #2322, Duluth, GA 30096

Mailing Address

Phone number

(404) 905-6576

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	187
AUM (Assets Under Management)	$ 26,631,200

Red Flags

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

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David M. Jenkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Michael Jenkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRESTLE WEALTH ADVISORY, LLC

ELEVATE WEALTH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/31/2015

Current Firm

TRESTLE WEALTH ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRESTLE WEALTH ADVISORY, LLC

TRUST BUT VERIFY

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