KJ
Kelly C. Jenkins
THE JENKINS GROUP
ALBANY, GA 31707
Some features on this profile are disabled
CRD#: 2565382
KJ
Professional summary
Kelly Carson Jenkins is a registered financial advisor currently at THE JENKINS GROUP located in Albany, Georgia and LPL FINANCIAL LLC located in Mexico Beach, Florida.
Kelly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Kelly has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 10/03/2011 - THE JENKINS GROUP - I DO PROVIDE CONSUTING SERVICES FOR AN HOURLY OR FLAT FEE BUT DO NOT CURRENTLY CHARGE FOR FINANCIAL PLANS. INVESTMENT ADVICE - THE JENKINS GROUP - REGISTERED INVESTMENT ADVISOR - CUSTODY: NO - I AM 50% OWNER WITH MY PARTNER AND WE BOTH HAVE CHECKWRITING ABILITY. - 25% 2. 09/03/2013 - The Jenkins Group - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 3. 11/03/2015 * The Jenkins Financial Group * Business Entity For Tax/Investment Purposes Only * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 01/01/2007 * 1 HR/MO DURING SECS TRDG HRS. 4. 9/2/2021 - BCWL Properties - Investment Related - 2327 Lake Park Drive - Real Estate Rental - Started 07/30/2021 - 0 Hours Per Month - The only asset in this entity is office building.
CRS (Client Relationship Summary) - RIA
Click below to view Kelly Carson Jenkins's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 10, 2005 - Present
THE JENKINS GROUP
Office #1: 2327 Lake Park Drive, Albany, GA 31707RIA
CRD#: 125941
ALBANY, GA
Current
September 8, 2009 - Present
LPL FINANCIAL LLC
Office #2: 2327 Lake Park Drive, Albany, GA 31707RIA
BD
CRD#: 6413
MEXICO BEACH, FL
Past
July 23, 2013 - January 28, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
May 28, 1999 - September 8, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
ALBANY, GA
Past
November 30, 1994 - July 2, 1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
November 30, 1994 - July 2, 1999
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TJ
THE JENKINS GROUP
THE JENKINS FINANCIAL GROUP, INC. | THE JENKINS GROUP | THE JENKINS FINANCIAL GROUP,INC. DBA THE JENKINS GROUP
CRD#: 125941 / SEC#: 801-133929
RIA
Registered Investment Advisory firm - (7/23/2025 Approved)Alabama
Registered Investment Advisory firm - (8/25/2025 Terminated)Florida
Registered Investment Advisory firm - (8/25/2025 Terminated)Georgia
Registered Investment Advisory firm - (9/23/2025 Terminated)Tennessee
Registered Investment Advisory firm - (8/25/2025 Terminated)Texas
Registered Investment Advisory firm - (8/25/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/8/2009)
IAR
Alabama(11/17/2020)
RR
California(11/15/2011)
RR
Connecticut(1/29/2025)
RR
Florida(9/8/2009)
IAR
Florida(1/24/2022)
IAR
Georgia(8/10/2005)
RR
Georgia(9/8/2009)
RR
Indiana(9/8/2009)
RR
Kentucky(10/7/2024)
RR
Missouri(12/4/2024)
RR
New Jersey(5/13/2024)
RR
New York(7/31/2013)
RR
North Carolina(8/8/2011)
RR
Ohio(4/2/2019)
RR
Pennsylvania(6/12/2018)
RR
South Carolina(5/10/2011)
RR
Tennessee(9/8/2009)
RR
Texas(7/11/2013)
IAR
Texas(5/29/2019)
RR
Utah(1/19/2022)
RR
Virginia(7/17/2015)
RR
Washington(10/29/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TJ
THE JENKINS GROUP
THE JENKINS FINANCIAL GROUP, INC. | THE JENKINS GROUP | THE JENKINS FINANCIAL GROUP,INC. DBA THE JENKINS GROUP
CRD#: 125941 / SEC#: 801-133929
RIA
Registered Investment Advisory firm - (7/23/2025 Approved)Alabama
Registered Investment Advisory firm - (8/25/2025 Terminated)Florida
Registered Investment Advisory firm - (8/25/2025 Terminated)Georgia
Registered Investment Advisory firm - (9/23/2025 Terminated)Tennessee
Registered Investment Advisory firm - (8/25/2025 Terminated)Texas
Registered Investment Advisory firm - (8/25/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2327 Lake Park Drive, Albany, GA 31707
Mailing Address
P.o. Box 70847, Albany, GA 31708
Phone number
(229) 883-8028
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 223 |
| AUM (Assets Under Management) | $ 220,707,884 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
