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Alexander Jenkins

7 Years of Experience

Alexander Jenkins is a registered investment advisor at Nesteggs, INC., based in Jacksonville, FL, with 7 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 616 clients with $910M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
616 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$911.3M

Fee Structure

Investment management only (planning not offered)

NestEggs offers model portfolio management services to pension, profit sharing, and 401k plan clients using mutual fund model asset allocation portfolios. The fees for these services are included in the monthly fee for 3(38) Fiduciary Services, which ranges from 4.17 to 9.16 basis points per month, depending on the complexity of the plan design.

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Location

10407 Centurion Parkway North, Suite 126, Jacksonville, FL, 32256

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Nesteggs, INC.
November 2018 - Present · 7 yrs 5 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.