Investacorp Inc. Branch
oXYGen FinancialBRANCH
  • $250M - $500M AUM
  • 11 Advisors
  • Alpharetta, GA

About oXYGen Financial

oXYGen Financial was built to give Generation X & Y clients a place where they can find professionals who are just like them, who understand they are looking for an advisor who provides a high tech and high touch approach with a discipline to help them manage their day to day financial lives. We offer a true cost-affordable family office for individuals and business owners.

Branch Summary


oXYGen Financial has uploaded documents to give you a better idea of their company culture and what it's like to work with them.

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Branch Office

OSJ Services Provided
Number of Producing Financial Advisors
Staff Support
Office Space Available On-Site
Financial Advisor Employment Contract(s)
1099 Independent Contractor
Health Insurance Provided
Deferred Compensation Offered
Qualified Retirement Plans Offered
Off-Site Advisors Supported
Maximum Distance from Office
Any miles
Branch Opportunities
  • Financial Advisor
  • Licensed Sales Assistant
  • Para Planner
  • Licensed Junior Associate
  • Licensed Financial Planning Assistant

Corporate Profile

11680 Great Oaks Way, 175
Alpharetta, GA 30022
Corporate Phone Number
Get_phone Find Phone Number
(770) 770-0427
Current Broker Dealer
Investacorp Inc.
Clearing Firm(s)
  • National Financial Services
Years with Current Broker Dealer
Name of Prior Broker Dealer
Branch Manager Name
Ted Jenkin & Kile Lewis
Year Branch Founded
Computer_icon Find Web Address

Branch Highlights

Strategic Affiliation(s)
  • CPA
  • Attorney
  • Property and Casualty
Participation in Firm Protocol
Branch Specialties / Emphasis
  • Wealth Management
  • Financial Planning
  • Investment Management
  • Retirement Plan Specialist
  • Insurance Expertise
  • Lead Generation
  • Niche Market Opportunity
  • Employee Benefits
  • High Net Worth
Business Model Supported
  • Full Service

Branch Financial Profile

Gross Revenue (T-12)
$2M - $5M
Total Fee-Based Revenue
$1M - $5M
Assets Under Management
$250M - $500M
Fee-Based Assets Under Management
$50M - $100M

Revenue Mix

Variable Annuities
Fee-Based Revenue
Fixed Insurance
Financial Planning Fees

Payouts and Expenses

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Company Biographies

  • Ted Jenkin

    Co-CEO & Founder

    Ted left corporate America to follow his passion, and change the future of the financial services industry. With many of the major financial services firms focusing strictly on the baby boomer generation, Ted saw a need to build a firm that would cater to the personal financial advice needs of Generation X and Generation Y clients. Ted specializes in handling all financial advice, planning, and tax management needs for CEO's and business owners throughout the country. Ted is originally from New Jersey, and currently resides in Milton, Georgia. Ted graduated from Boston College with a degree in Finance. Ted joined American Express Financial Advisors in 1991, and was promoted to district manager in 1994. He became one of the youngest Vice Presidents in 1997, developing the number one ranked office at American Express in Baltimore, and then became one of the youngest Group Vice Presidents in the history of American Express in 2000. He has won numerous awards including winning the outstanding leader of the year award in 2003 and 2004. He has been featured in many publications including "The Wall Street Journal," "Smart Money Magazine," and "Business Week." Ted is committed to continuous education. He currently has all six designations with the college for financial planning including the Certified Financial Planner® practitioner, Accredited Wealth Manager AdvisorSM, Accredited Asset Management Specialist®, and Chartered Retirement Planning Counselor®. Ted is featured on the popular segment, "Your Smart Money Moves" on Rock 100.5 FM The Regular Guys, as well as Mayhem In The A.M. on 790The Zone Sports Radio. Ted and his wife, Genna, have three children, Olivia, Lyla, and Louden.

  • Kile Lewis

    Co-CEO & Founder

    Kile co-founded oXYGen Financial in answer to increasing requests from successful young people — Generation X and Generation Y investors, families, and entrepreneurs — for financial planning and advice matched to their unique needs. oXYGen Financial is a financial and lifestyle management company that understands that life isn’t about income statements and balance sheets. Kile is no stranger to the Financial Services Industry, having spent 15 years as both an executive and financial advisor for the 3rd largest broker dealer in the country. He amassed tremendous competencies in leadership and financial planning through his 15 years of tenure in both of those roles. After earning his Bachelor of Arts degree from Georgia State University in 1994, Kile joined then, American Express Financial Advisors in Dallas, Texas. He quickly rose through the ranks of his advisor peers and was promoted to his first leadership position in 1997. Promoted to Field Vice President in 2002, he led one of the top offices for Ameriprise the years 2003 through 2006 and was awarded the Ameriprise Outstanding Leader Award in 2006. Through his eleven plus years of leadership, Kile has personally hired and developed hundreds of advisors and leaders.