Joshua Jenkins
Seaside Wealth Advisors · Mechanicsburg, Pennsylvania
Joshua Jenkins is a fee-only financial advisor at Seaside Wealth Advisors in Mechanicsburg, Pennsylvania, who holds the ChFC credential. Joshua focuses on tax planning, retirement planning and estate & legacy planning. Seaside Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- High earners
- Retirees
- Pre-retirees
- Real estate investors
- Multi-generational families
Facts
| Firm | Seaside Wealth Advisors |
|---|---|
| Based in | Mechanicsburg, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $103.5M across 711 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in PA · CRD 6061301 |
| Exams passed | Series 63 (2013) · Series 65 (2014) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.seasidewealthadvisors.com |
| Profile |
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Questions about Joshua
Is Joshua Jenkins a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Seaside Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Seaside Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Jenkins based?
Joshua Jenkins is based in Mechanicsburg, Pennsylvania.
What does Joshua specialize in?
Joshua's specialties include tax planning, retirement planning, estate & legacy planning, founders (pre-exit), real estate investors and family wealth transfer. Joshua works with founders, high earners, retirees, pre-retirees and real estate investors.
What credentials does Joshua Jenkins hold?
Joshua Jenkins holds the ChFC credential.
Is Joshua Jenkins registered with the SEC?
Yes. Joshua Jenkins is registered as an investment adviser representative in PA (CRD 6061301), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Seaside Wealth Advisors manage?
Seaside Wealth Advisors reports $103.5M across 711 accounts in assets under management.
How do I contact Joshua Jenkins?
Through Joshua's website, www.seasidewealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Seaside Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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