Tim Jenkins (CRD# 730581) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Ponte Vedra Beach, FL and has over 42 years of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services | Ponte Vedra Beach, FL | Feb 2020 - Current | 4 |
| Kestra Private Wealth Services | Ponte Vedra Beach, FL | Feb 2020 - Current | 4 |
| Bank Of America, N.a. | Ponte Vedra Beach, FL | Jun 2011 - Feb 2020 | 8 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ponte Vedra Beach, Florida, FL | Feb 1981 - Feb 2020 | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1981 |
- FL
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Total Assets Under Management7,300MILLIONS
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Total Number of Accounts21,652ACCOUNTS
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Average Account Value$337,139
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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