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Tobin Ray Jenkins

Keystone Financial Group, LLC

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About Tobin Ray Jenkins

Tobin Jenkins is a financial advisor who has been in the industry since June 2003. Tobin is registered with Keystone Financial Group, LLC, and has been with them since December 2013. Prior to that, Tobin was employed by Edward Jones from June 2003 to June 2008. Tobin has a broad range of experience, holding licenses in 49 states and providing investment advice to a diverse clientele. Tobin specializes in financial planning and portfolio management.

Firm Information

Tobin Jenkins is currently registered with Keystone Financial Group, LLC. Keystone Financial Group, LLC is an investment advisor headquartered in LEXINGTON, KY. The firm has 33 licensed agents, and its regulatory assets under management (AUM) are $1,509,725,992. Keystone Financial Group, LLC provides financial planning, portfolio management for individuals, and educational seminars. The firm caters to individuals (both high-net-worth and other), corporations or other businesses, and charitable organizations.
Keystone Financial Group, LLC

527 WELLINGTON WAY, STE 225

LEXINGTON, KY 40503

$1.51B

Assets Under Management

Not reported

Total Clients

30

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Tobin Jenkins’s Registration & Firm History

KY

01/20/2016 - Present

Keystone Financial Group, LLC (LEXINGTON KY)

KY

06/18/2003 - 06/09/2008

EDWARD JONES (NICHOLASVILLE KY)

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Licenses & Designations

BOTH

Issued 12/20/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/19/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/03/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 06/16/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tobin Ray Jenkins.
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