THEODORE MICHAEL JENKIN - Investment Adviser at EXIT WEALTH ADVISORS

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Detailed ReportReport

THEODORE MICHAEL JENKIN

TED JENKIN

CRD#: 2169338

Investment Adviser

Previous Broker

EXIT WEALTH ADVISORSCRD#: 332573

1266 WEST PACES FERRY ROAD
SUITE 223
ATLANTA, GA 30327

Registration History

Disclosure(s)

View By:

4/11/2023

Customer Dispute

Pending

9/8/2015

Employment Separation After Allegations

7/6/2012

Customer Dispute

Denied

4/13/2009

Customer Dispute

Settled

License(s)

State Registrations

Georgia 11/27/2024

Current Registration(s)

EXIT WEALTH ADVISORS (CRD#:332573)

1266 WEST PACES FERRY ROAD SUITE 223, ATLANTA, GA 30327

Registered with this firm since 11/27/2024

Previous Registration(s)

th hidden text	th hidden text	Name	Location
IA	05/04/2016 - 08/02/2023	KESTRA ADVISORY SERVICES, LLC (CRD#:283330)	ALPHARETTA, GA
B	09/10/2015 - 08/02/2023	KESTRA INVESTMENT SERVICES, LLC (CRD#:42046)	ALPHARETTA, GA
IA	09/15/2015 - 09/22/2016	NFP ADVISOR SERVICES, LLC (CRD#:42046)	ALPHARETTA, GA
IA	09/05/2008 - 09/08/2015	INVESTACORP ADVISORY SERVICES INC (CRD#:109011)	ALPHARETTA, GA
B	08/28/2008 - 09/08/2015	INVESTACORP, INC. (CRD#:7684)	ALPHARETTA, GA
IA	09/21/1992 - 09/02/2008	AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363)	ATLANTA, GA
B	08/21/1991 - 09/02/2008	AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363)	ATLANTA, GA
B	08/21/1991 - 07/03/2006	IDS LIFE INSURANCE COMPANY (CRD#:6321)	MINNEAPOLIS, MN

KESTRA ADVISORY SERVICES, LLC (CRD#:283330)

ALPHARETTA, GA

05/04/2016 - 08/02/2023

KESTRA INVESTMENT SERVICES, LLC (CRD#:42046)

ALPHARETTA, GA

09/10/2015 - 08/02/2023

NFP ADVISOR SERVICES, LLC (CRD#:42046)

ALPHARETTA, GA

09/15/2015 - 09/22/2016

INVESTACORP ADVISORY SERVICES INC (CRD#:109011)

ALPHARETTA, GA

09/05/2008 - 09/08/2015

INVESTACORP, INC. (CRD#:7684)

ALPHARETTA, GA

08/28/2008 - 09/08/2015

AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363)

ATLANTA, GA

09/21/1992 - 09/02/2008

AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363)

ATLANTA, GA

08/21/1991 - 09/02/2008

IDS LIFE INSURANCE COMPANY (CRD#:6321)

MINNEAPOLIS, MN

08/21/1991 - 07/03/2006

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Broker

A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.

Investment Adviser

An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.

Disclosures

Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.