Owner/ Financial Advisor · Seaside Wealth Advisors LLC
Joshua L. Jenkins
CRD 6061301 · Named on Form ADV at one SEC-registered adviser
At a glance
Seaside Wealth Advisors LLC, an SEC-registered wealth manager with $103 million in regulatory assets, lists Joshua L. Jenkins on its Form ADV as Owner/ Financial Advisor, a control person.
Firms and roles
- Seaside Wealth Advisors LLCOwner/ Financial AdvisorWealth manager · United States · $103M in regulatory assets
AtlasMembers
Joshua’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Allen R. TyndallCEO, Seaside Wealth Advisors LLC
- Allison M. KramerChief Operations Officer and Chief Compliance Officer, Seaside Wealth Advisors LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joshua’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.