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David J

Series 65

Duluth, GA

Trestle Wealth Advisory, LLC

David Jenkins is a financial advisor at Trestle Wealth Advisory, LLC in Duluth, GA, holding a Series 65 designation with 11 years of industry experience. He previously worked at Elevate Wealth Advisory, Inc. for nine years before joining Trestle Wealth Advisory. Trestle Wealth Advisory provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs modern portfolio theory to construct non-discretionary portfolios and conducts no-charge educational seminars, while relying on third-party platforms for account administration and trade processing.

Annuities
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