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- Custodian
- LPL Financial ยท SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-03-2005
- Office Locations
- 2
Office Locations
About THE Jenkins Group
The Jenkins Group is an Albany, GA-based Registered Investment Adviser providing financial planning and investment management for business owners, retirees, high-net-worth families, foundations, and trusts. The team builds goal-based plans and provides ongoing portfolio monitoring, with a strong emphasis on tax and retirement income strategies (e.g., plan design and distribution planning for early retirement). Founded in 1989 with deep local roots.
Team overview
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Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Davis Gill
Chief Compliance Officer, Co-Owner, Financial Advisor, Secretary, TREASURER, VICE PRESIDENT
- CRD
- #6653056
- Ownership
- 50% but less than 75%
KELLY CARSON JENKINS
Managing Director, President
- CRD
- #2565382
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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ANTON JOSLYN BUESCHEN JR.
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- CRD
- #4246323
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $270,106,642 | $589,752 |
| Non-Discretionary | $0 | -- |
| Total | $270,106,642 | $589,752 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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