Kelly Jenkins
Advisor at The Jenkins Group
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Jenkins Group
Location
Albany, GA 31707
Credentials
Series 63, Series 65
Industry experience
31 years
Client services
Financial planning
Portfolio management
Selection of other advisers
General consulting services
Fee options
$0+: 1.05% base fee of assets under management (plus any applicable LPL Program Fee) $10,000 - $50,000: MWP program minimum varies by model ($10,000 to $50,000) $50,000 - $100,000: MAS program minimum varies by portfolio manager ($50,000 to $100,000) $0+: SEI Asset Management Program fee of 1% of market value
Insurance products commissions and compensation from securities sales as registered representatives
Financial planning and advisory consulting services at $150.00 per hour
Fee-only: Financial planning and advisory consulting services at $150.00 per hour
Work history
LPL FInancial LLC
2009 - Present (17 years)
The Jenkins Group
2005 - Present (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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