Alex Jenkins
CPFA®, AIF®
Partner, Chief Revenue Officer
As Chief Revenue & Strategy Officer Alex is responsible for crafting our strategy for marrying the powerful intersection of qualified retirement planning and after-tax wealth management. Having worked closely with hundreds of business owners on a multitude of pre-tax and after-tax strategies, Alex is passionate about empowering clients to understand the financial planning weapons available to them. A student of the market and industry, Alex spends significant time learning current trends and novel solutions to address the needs of today’s business owners and individuals planning for business-exit and/or retirement. He is a Jacksonville native, a graduate of the University of Florida and a member of the Alpha Tau Omega Fraternity. Alex is Series 65 licensed Investment Adviser Representative (IAR), Certified Plan Fiduciary Adviser® (CPFA®), and Accredited Investment Fiduciary (AIF®). Alex enjoys spending time with his wife Allison, sons Xander & Lukas, Daughter June, and his female Rhodesian Ridgeback “Leeu”. The Jenkins live in Jacksonville Beach and enjoy hunting, fishing, surfing, golfing, attending concerts and cooking!
