TJ
Timothy S. Jenkins
KEYSTONE FINANCIAL GROUP
Lexington, KY 40503
Some features on this profile are disabled
CRD#: 4865702
TJ
Professional summary
Timothy S Jenkins, CFP®, who also goes by Timothy Scott Jenkins, is a registered financial advisor currently at KEYSTONE FINANCIAL GROUP, LLC located in Lexington, Kentucky and LPL FINANCIAL LLC located in Leitchfield, Kentucky.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Timothy has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Timothy Scott Jenkins
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) 04/18/2008 - Keystone Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2) 04/21/2010 - Keystone Properties - Real Estate Rental - INV REL - At Reported Business Location(s) - 1 property - 5% TIME SPENT 3) 05/03/2010 - NO BUSINESS NAME - Non-Variable Insurance - INV REL - At Reported Business Location(s) - I have a life insurance specialist and a Health insurance specialist I use occasionally with clients that need specialized service in these areas. - 25% TIME SPENT 4) 04/25/2014 - Keystone Financial Group - Registered Investment Advisor - (Hybrid) Keystone Financial Group - INV REL - At Reported Business Location(s) - 50% TIME SPENT 5) 11/14/2014 - No Business Name - Non-Variable Insurance - INV REL - Start 11/01/2011 - 535 Wellington Way, suite 360 Lexington KY 40503. 859-317-8316 - I have a life insurance specialist and a Health insurance specialist I use occasionally with clients that need specialized service in these areas. - 10 Hr/Mo; 5 During Secs Trdg Hrs - non variable insurance 6) 10/30/2015 - Timothy S Jenkins inc - Business Entity For Tax/Investment Purposes Only - INV REL - Start 06/04/2008 - 535 Wellington Way - LPL Commission, RIA fees, and all business expenses associated with being a FA - No Time Spent - Business Entity For Tax/Investment Purposes Only - Timothy S Jenkins inc 7) 09/13/2019 - Commonwealth Soccer Club - Not investment related - Lexington, KY - Coach - start date:08/06/2019 - 24 hrs/mo - 0 hrs during trading - coaching a U9 girls soccer club. 8) 11/27/2023 - Lexington Sporting Club - Outside/W-2 Employment - Coach/Director - Not Investment Related - Lexington, KY - Start Date 08/01/2022 - 24 Hours Per Month/ 0 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Timothy S 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®
CFP®
Start date: 2011
Experience
Current
March 31, 2014 - Present
KEYSTONE FINANCIAL GROUP, LLC
Office #1: 527 Wellington Way, Ste 225, Lexington, KY 40503RIA
CRD#: 170201
Lexington, KY
Current
June 4, 2008 - Present
LPL FINANCIAL LLC
Office #1: 60 Public Square, Leitchfield, KY 42754Office #2: 527 Wellington Way #225, Lexington, KY 40503-1375RIA
BD
CRD#: 6413
Leitchfield, KY
Past
June 4, 2008 - October 28, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
LEXINGTON, KY
Past
March 3, 2007 - June 6, 2008
EDWARD JONES
RIA
CRD#: 250
GEORGETOWN, KY
Past
August 9, 2005 - June 6, 2008
EDWARD JONES
BD
CRD#: 250
GEORGETOWN, KY
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".
KF
KEYSTONE FINANCIAL GROUP, LLC
ATHLETIC ESSENTIALS | WATTS FINANCIAL CORP | STONEWALL MANAGEMENT | SOLOPRENUER FINANCIAL | SEALS FINANCIAL PLANNING | R. L. BROWN WEALTH MANAGEMENT | KEYSTONE FINANCIAL GROUP, LLC | JENNINGS AND ASSOCIATES | J.R. YOUNG COMPANY | HARRIS FINANCIAL
CRD#: 170201 / SEC#: 801-79274
RIA
Registered Investment Advisory firm - (2/26/2014 Approved)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(4/30/2014)
RR
Alaska(6/20/2014)
RR
Arizona(10/26/2015)
RR
Arkansas(6/20/2014)
RR
California(6/20/2014)
RR
Colorado(6/20/2014)
RR
Delaware(6/20/2014)
RR
District of Columbia(6/20/2014)
RR
Florida(6/20/2014)
RR
Georgia(6/20/2014)
RR
Hawaii(6/20/2014)
RR
Idaho(6/20/2014)
RR
Illinois(6/20/2014)
RR
Indiana(9/7/2012)
RR
Iowa(11/24/2014)
RR
Kentucky(6/4/2008)
IAR
Kentucky(3/31/2014)
RR
Louisiana(11/24/2014)
RR
Maine(6/20/2014)
RR
Maryland(6/20/2014)
RR
Michigan(6/20/2014)
RR
Mississippi(6/20/2014)
RR
Missouri(6/20/2014)
RR
Montana(6/20/2014)
RR
New Jersey(10/26/2015)
RR
New York(1/9/2014)
RR
North Carolina(6/20/2014)
RR
Ohio(6/20/2014)
RR
Pennsylvania(8/27/2008)
RR
South Carolina(8/17/2011)
RR
South Dakota(6/20/2014)
RR
Tennessee(7/28/2021)
RR
Texas(1/26/2012)
RR
Virginia(6/20/2014)
RR
Washington(1/19/2011)
RR
West Virginia(6/20/2014)
RR
Wisconsin(5/28/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KF
KEYSTONE FINANCIAL GROUP, LLC
ATHLETIC ESSENTIALS | WATTS FINANCIAL CORP | STONEWALL MANAGEMENT | SOLOPRENUER FINANCIAL | SEALS FINANCIAL PLANNING | R. L. BROWN WEALTH MANAGEMENT | KEYSTONE FINANCIAL GROUP, LLC | JENNINGS AND ASSOCIATES | J.R. YOUNG COMPANY | HARRIS FINANCIAL
CRD#: 170201 / SEC#: 801-79274
RIA
Registered Investment Advisory firm - (2/26/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
527 Wellington Way, Ste 225, Lexington, KY 40503
Mailing Address
Phone number
(859) 317-8316
Established
Firm type
Fiscal year end
# of Employees
44
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,153 |
| AUM (Assets Under Management) | $ 1,858,938,537 |
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.
Company Information
KEYSTONE FINANCIAL GROUP, LLC
CRD#: 170201Lexington, KY 40503TRUST BUT VERIFY
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