A complete list of active advisors currently associated with The Jenkins Group

Warmer can help you find a great advisor at The Jenkins Group or one who fits your needs even better.

The Jenkins Group provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and business entities. Its service menu includes both discretionary and non‑discretionary portfolio management, standalone financial planning and consulting, and recommendations for third‑party money managers and sponsored advisory programs. The firm implements client strategies predominantly through model portfolios and third‑party managers available on sponsored platforms, and it monitors and rebalances accounts to align with each client’s objectives and risk tolerance. Jenkins emphasizes asset allocation and program selection rather than performing in‑house, security‑by‑security quantitative analysis. Notably, the firm manages about $270 million in client assets with a three‑advisor team and routinely uses LPL and SEI sponsored programs to execute strategies. The brochure discloses that advisors are also registered representatives and licensed insurance agents who may receive brokerage or insurance compensation, and that the firm generally directs brokerage to LPL—arrangements the firm identifies as presenting potential conflicts of interest.

To learn more about the advisors currently working at The Jenkins Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.