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Kelly Carson Jenkins

THE Jenkins Group

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About Kelly Carson Jenkins

Kelly Carson Jenkins is an investment advisor representative and holds Series 7, Series 63, Series 24, and SIE licenses. Kelly has been in the financial industry since 1994. Kelly has been registered with The Jenkins Group since 2005 and previously worked at MUTUAL SERVICE CORPORATION and LINCOLN FINANCIAL ADVISORS CORPORATION. Kelly has experience in financial planning and portfolio management for individuals. The Jenkins Group specializes in providing financial planning and consulting services to individuals and high net worth individuals. The firm manages approximately $104,894,353 in assets.

Firm Information

Kelly Jenkins is currently registered with THE Jenkins Group. THE Jenkins Group is an investment advisor with 3 licensed agents, 3 investment adviser representatives, and 3 registered representatives. The firm manages approximately $104,894,353 in regulatory assets under management for 159 accounts. They offer financial planning, portfolio management for individuals, selection of other advisers, and other consulting services. They serve individuals, with a focus on high-net-worth individuals, and participate in wrap fee programs.

$104.89M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kelly Jenkins’s Registration & Firm History

GA

05/29/2019 - Present

THE Jenkins Group (ALBANY GA)

GA

05/28/1999 - 09/08/2009

MUTUAL SERVICE CORPORATION (ALBANY GA)

IN

11/30/1994 - 07/02/1999

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

11/30/1994 - 07/02/1999

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

IA

Issued 11/04/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/15/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/25/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Carson Jenkins.
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