Joshua Jenkins has been Owner/ Financial Advisor of Seaside Wealth Advisors since March 2026, is a control person of the firm and directly owns 75% or more of it. Joshua Jenkins holds a Bachelor of Science in Mathematics from Shippensburg University.
Seaside Wealth Advisors LLC is a firm with $103M under management, 472 clients and 3 advisers across 3 offices, as of its July 2026 filing.
Josh Jenkins is Private Wealth Advisor and Owner of Seaside Wealth Advisors. He founded Jenkins Financial Strategies in 2012 and in 2023 took the practice independent, widening its focus to tax-efficient investing, retirement income and alternative strategies. He works with business owners, retirees and high-net-worth families.
Joshua Jenkins’ longest registration was 2 years at Northwestern Mutual Investment Services,llc (2014–2016). Before joining Seaside Wealth Advisors in 2024, Joshua Jenkins was registered through Northwestern Mutual Investment Services,llc.
- Seaside Wealth Advisors LLCCurrent– present · 2 yearsMechanicsburg, PA · Adviser representative · Firm CRD 327645
- Northwestern Mutual Investment Services,llc– · 2 yearsMechanicsburg, PA · Adviser representative · Firm CRD 2881
Professional designations
Listed by Seaside Wealth Advisors
- Chartered Financial Consultant (ChFC®)
- Retirement Income Certified Professional (RICP®)
- Chartered Life Underwriter (CLU®)
- Accredited Estate Planner (AEP®)
Investment adviser representative registrations
Joshua Jenkins is registered as an investment adviser representative in Pennsylvania, since October 2024.
- PennsylvaniaSince 18 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 15 August 2014 |
| Series 65 | Uniform Investment Adviser Law Examination | 13 January 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 February 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 January 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joshua Leon Jenkins
- CRD
- 6061301
- Firm
- Seaside Wealth Advisors · CRD 327645
- Role
- Owner/ Financial Advisor
- Office
- 100 Sterling Parkway, Suite G20, Mechanicsburg, PA 17050
- Registration
- Investment adviser registration
- In the industry since
- November 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- seasidewealthadvisors.com
Where does Joshua Jenkins work?
Joshua Jenkins has been Owner/ Financial Advisor of Seaside Wealth Advisors LLC since March 2026, and is a control person of the firm.
Is Joshua Jenkins a financial advisor?
Yes. Joshua Jenkins has a current investment-adviser registration in Pennsylvania, through Seaside Wealth Advisors since October 2024.
How many years of experience does Joshua Jenkins have?
Joshua Jenkins has 12 years in the financial industry, since November 2013, across 2 adviser firms.
What exams has Joshua Jenkins passed?
Joshua Jenkins has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in January 2013. FINRA credited Joshua Jenkins with the SIE, which began in October 2018.
Where did Joshua Jenkins work before Seaside Wealth Advisors?
Before Seaside Wealth Advisors, Joshua Jenkins was registered through Northwestern Mutual Investment Services,llc, January 2014 to September 2016.
Where is Joshua Jenkins based?
Joshua Jenkins’ registered office is in Mechanicsburg, PA.
Is Joshua Jenkins registered with FINRA?
No. Joshua Jenkins has no current broker registration.
How can I verify Joshua Jenkins’ record?
Search CRD 6061301 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Jenkins’ full registration record.
