Oxbow Advisors
47yrs
Top advisor by experience in Austin
45yrs
Tim M Jenkins
Financial advisor at Kestra Private Wealth Services
At a glance
Experience45 years (since 1981)
How that compares ?Top 1% by experience in Austin
Office5707 Southwest Parkway Building. 2 Suite 400, Austin, TX 78735
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Kestra Private Wealth Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2020 – nowKestra Private Wealth Services, LLCCurrent firm
- 1983 – 2020Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
Questions to ask Tim
Tailored to Tim’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Tim
How do I contact Tim?
Call Kestra Private Wealth Services at 844-553-7872 and ask for Tim M Jenkins. Tim works from the Austin, TX office.
How long has Tim been a financial advisor?
Tim has been in the industry since 1981, about 45 years. Top 1% by experience in Austin.
What licenses does Tim hold?
Series 63. Tap any license on this page to see what it allows.
Is Tim a fiduciary?
Tim is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Tim paid?
Kestra Private Wealth Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Tim for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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