Thomas Harwell Jenkins
Investment adviser representative at Petros Family Wealth, LLC
16 yearsExperience
1 stateRegistered in
$341.6MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Petros Family Wealth, LLCNov 2025 to now
- Wells Fargo Clearing Services, LLCMay 2019 to Nov 2025
- United States Marine CorpsOct 2010 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MN).
Petros Family Wealth, LLC
$341.6MAssets managed
533Clients
8Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7128340
- Firm CRD
- 324059