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Theodore Michael Jenkin

We help clients breathe easier(r) about life

Kestra Advisory Services, LLC

Atlanta

GA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Business Insurance
    • -Other Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management
  • Accounting & Tax
    • -Tax Advice

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Kestra Financial Services, Inc 11 months, 4 weeks Apr 2016 - Present
Nfp Advisor Services 7 months Sep 2015 - Apr 2016
Investacorp Inc 7 years, 1 month Aug 2008 - Sep 2015
Investacorp Advisory Services 7 years, 1 month Aug 2008 - Sep 2015
Ameriprise 7 months Jan 2008 - Aug 2008
Ameriprise 16 years Jan 1992 - Jan 2008

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Million Dollar Round Table
    Membership
    Million Dollar Round Table
    The Premier Association of Financial Professionals, is an international, independent association of more than 38,000 of the world's leading life insurance and financial services professionals from more than 450 companies in 74 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
  • National Association of Insurance and Financial Advisors
    Membership
    National Association of Insurance and Financial Advisors
    NAIFA comprises more than 600 state and local associations representing the interests of approximately 200,000 agents and their associates nationwide. NAIFA members focus their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. The Association’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.
  • Accredited Asset Management Specialist
    Designation
    Accredited Asset Management Specialist
    Individuals holding this designation are well versed in asset management processses, asset allocation and selection, taxation of investment products, investments and insurance for both individuals and businesses
  • Accredited Wealth Management Advisor
    Designation
    Accredited Wealth Management Advisor
    Individuals holding this designation are well versed in wealth transfers, federal taxation, retirement planing and planning for end-of-life needs.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Mutual Fund Counselor
    Designation
    Chartered Mutual Fund Counselor
    Designees have knowledge of a wide range of mutual fund aspects such as characteristics of open and closed-end funds, other packaged investment products, risk and return, asset allocation, selecting a mutual fund for a client, retirement planning and professional conduct.
  • Chartered Retirement Planning Counselor
    Designation
    Chartered Retirement Planning Counselor
    The CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.
  • Chartered Retirement Plans Specialist
    Designation
    Chartered Retirement Plans Specialist
    The CRPS Program is specifically targeted at professionals who design, install, and maintain retirement plans for the business community.

Articles and Answers

Insights by Theodore Jenkin

Why Asset Allocation May Be A Sinking Ship
Published 2016-01-29 07:56:34
How To Lead By Learning From The Powerball
Published 2016-01-21 07:47:59
Three Applications To De-Clutter Your Life
Published 2015-11-30 10:53:27
How To Maximize Your Verizon Smart Rewards
Published 2015-11-05 09:26:27
5 Father’s Day Gifts For Under $100
Published 2015-06-18 10:21:31
10 Questions To Ask Your CPA
Published 2015-02-06 11:32:37
College Education Or Entrepreneurship?
Published 2014-09-13 10:16:55
A $500,000 Tax Break?
Published 2014-09-07 09:45:42
What Type Of IRA Is Right For You?
Published 2014-07-24 10:21:57
Smart Money Moves After A Divorce
Published 2014-07-15 09:18:46
How A Threesome Can Improve Your Retirement
Published 2014-07-11 18:41:13
Seven Money Tips For A New Marriage
Published 2014-07-08 05:01:38
What Should You Do Before You Quit Your Job
Published 2014-07-07 17:56:29
10 Steps To Stop Living Paycheck To Paycheck
Published 2014-07-07 06:22:24
Who Will Take Care Of Your Aging Parents?
Published 2014-07-07 05:54:21
Generation X: Marriage And Medical Insurance
Published 2014-07-06 09:31:13
Most Overlooked Tax Deductions
Published 2014-07-06 09:27:09
How Much Should You Give For A Wedding Gift
Published 2014-07-06 09:25:48
College Education Or Entrepreneurship?
Published 2014-07-06 09:20:51
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    I have a rollover account that is under performing. Is it a good idea to move it. Or ride it out?
    It's hard to imagine a fund losing money over the past five years, so I'm wondering what Ivy Fund you have the money invested in at this time. It's an interesting question overall because underperforming can have different meanings (i.e.- underperforming against its peer funds, other investments, t...  (more)
    Answered Sep 2014
    What are average 401k plan expenses for a plan with assets of 1.7 million? Is my current plan charging me too much?
    When you are talking about 'plan expenses', they can broadly fall into three arenas. Plan administration fees, investment fees, and individual fees. Is it possible to be more specific on which plan expenses you are talking about in the question? I agree with the other advisors that you should con...  (more)
    Answered Jul 2014
    I want to print out my most recent 401k statement, where would I do this at?
    The odds are that your plan whether it is done by Fidelity Investments or another institution will have the ability to get you an online login to your account. Once you go into the online system, you should have some tab or link to statements and be able to print the statement from there. If not,...  (more)
    Answered Sep 2014
    As a single mom, how can I budget smartly?
    The first part of budgeting is recognizing that you are now the CEO of your family finances. It will be important to figure out your savings goals for your hopes and dreams as this will actually be the first part of the budgeting process. How much do you need to 'pay yourself first' in order to m...  (more)
    Answered Feb 2015
    How do I cash out my 401k?
    David, I think the real question you want to be asking yourself is 'why do you want to cash out your 401(k)'? vs. 'should I cash out my 401(k)? I would need to know more about your situation, but you have to ask yourself if this is truly the cheapest or best form of getting money knowing that the 4...  (more)
    Answered Jul 2014
    How much is in my 401k?
    Quincy,Your best bet if you haven't done it already is to log in through whatever online system is offered by your 401(k) provider. If you haven't done it already you'll need to have your social security number handy (and possibly your account number). If you can't get online, contact benefits or...  (more)
    Answered Sep 2014
    What percentage of my business revenue should I donate to charities?
    Jason,I own three businesses and it is wonderful that you are thinking about helping out charities. This is especially true if they are local in your city. You can do good and make a great business impact at the same time. We have never put an actual percentage on this number. We have always t...  (more)
    Answered Jul 2014
    Is Thrift Savings Plan different than 401K ?
    I agree with the panel. It looks and acts very similar to a 401(k) plan, but designed for Government Employees. Unlike most 401(k)'s, the TSP is limited to five options (G,F,C,I, and S) so your overall choices from an investment perspective are limited. This should be taken into consideration whe...  (more)
    Answered Jul 2014
    I want to borrow to buy a house?
    Not a big fan of this at all. Not only for the reasons mentioned above but you also lose the compounding interest of that money which defeats the purpose of having a 401(k). I would wait on the home purchase if this is the only way you are going to access money to for a down payment. Ultimately,...  (more)
    Answered Jul 2014
    My dad passed Jan 27 2015 and did not file taxes on his retirement or ss for 2014 or 2015 can I file on it since I'm POA?
    Jennifer,The safest thing to do is follow the instructions from the IRS. Use this link to help:https://www.irs.gov/uac/How-Do-I-File-a-Deceased-Person's-Tax-Return%3F...  (more)
    Answered Jan 2016
    How can I accurately and easily determine the fees that I am paying for a 401K or an IRA account?
    I wish this was an easy process, but unfortunately the rules that were supposed to make it easy to figure out what you get charged for fees are getting buried in places that make it hard to find.What you want to do is ask your benefits or human resources department where the fees are located if the...  (more)
    Answered Jan 2016
    I am currently 38 and do not have any retirement accounts yet. Which retirement plan will be best for me now?
    I think Curt's comments are spot on. You really need to assess your income tax bracket and AGI and whether you will ultimately participate to the 401k plan this year to come up with the best option....  (more)
    Answered Sep 2014
    I was given half my exhusbands 401k..how do i get it?
    Good post. Make sure you get the divorce decree as you will need that as well....  (more)
    Answered Sep 2014
    I am trying to find out how I can get access to my funds in a 401K plan.
    It's odd today to be getting the runaround by a 401(k) provider. The statement should provide with an 800 number to call which will allow you to talk to a customer service representative or the name/number of the broker who is handling the plan. Either way, this number should allow you to access y...  (more)
    Answered Oct 2014
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        3
      • as of date
        Mar 24, 2017
      FINRA
      FINRA
      • license status
        Registered
      • disclosures
        3
      • as of date
        Mar 24, 2017
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on March 25, 2017
        • $598.3M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 1K
          number of clients
        • $520.3K
          Estimated Average Account Balance Per Client

      Kestra Advisory Services, LLC

      Last updated on Dec. 14, 2016
        • $12.3B
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 54K
          Accounts
        • $225.2K
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements