Unclaimed
Andrew Jenkins is a financial advisor with Raymond James Financial Services Advisors, Inc. Andrew has been in the financial services industry since October 1993 and has been registered with Raymond James since April 2009. Andrew is registered with FINRA as a Registered Representative and is a Certified Financial Planner. Andrew is also a Registered Investment Advisor in the states of Pennsylvania and Texas. Andrew is also the owner and operator of Brandywine Valley Financial Services, LLC, a support company that provides financial planning and investment services to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
PA
03/13/2023 - Present
Raymond James Financial Services Advisors, Inc. (Exton PA)
PA
01/12/2001 - 04/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EXTON PA)
OH
10/06/1993 - 01/11/1996
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
BOTH
Issued 02/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/03/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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