David Jenkins, financial advisor Athens GA

David Jenkins

CRD Number: 6456564
Current Firm: Elevate Wealth Advisory, Inc.

David Jenkins (CRD# 6456564) is an Investment Advisor Representative working at Elevate Wealth Advisory, Inc. in Athens, GA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Trestle Wealth Advisory, LLC Duluth, GA Jan 2024 - Current < 1
Trestle Wealth Advisory, LLC Duluth,, GA Dec 2021 - Current 2
Elevate Wealth Advisory, Inc. Athens, GA Jan 2015 - Current 9
Daktronics Athens, GA Sep 2014 - May 2016 1
University Of Georgia Athens, GA Jan 2009 - Dec 2014 5
The Aroundcampus Group Athens, GA May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2015
Contact Info for David M. Jenkins
Phone Number: 706-353-2728
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    291
    MILLIONS
  • Total Number of Accounts
    1,783
    ACCOUNTS
  • Average Account Value
    $163,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

FL, GA, LA, NC, SC, TN, TX

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