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Jennifer L Dumont

Advisor at Cetera — Albany, GA Old Dawson Rd

Updated today

Credentials

Series 66

Experience

11 years

Location

Albany, GA 31707

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,096 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Jennifer Dumont is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Merrill and Regions Bank. Outside of finance, she has worked as a substitute teacher and was involved with The Arc of Southwest GA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Albany, GA Old Dawson Rd

2813 Old Dawson Rd

Albany GA 31707

Advisors at this office

1

Most active in

Georgia

Work history

11 years of industry experience

Cetera

2026 - Present • 1 year

Albany, GA

Regions bank

2025 - Present • 1 year

Albany, GA

Cetera Investment Services Llc

2025 - Present • 1 year

Saint Cloud, MN

First State Bank of Randolph County

2024 - 2025 • 1 year

Cuthbert, GA

The Arc of Southwest GA

2024 - 2024 • 1 year

Albany, GA

substitute teacher

2023 - 2024 • 1 year

Savannah, GA

Unemployed

2017 - 2023 • 6 years

Savannah, GA

Merrill

2011 - 2017 • 6 years

Savannah, GA

Wells Fargo Clearing

2010 - 2011 • 1 year

Savannah, GA

Morgan Stanley

2009 - 2010 • 1 year

Savannah, GA

Citigroup Global Markets

2008 - 2009 • 1 year

Atlanta, GA

Ameriprise

2007 - 2007 • 1 year

Atlanta, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jonathan F

Series 63, Series 65, Series 66

Leesburg, GA

Integrity Dynamic Investments LLC

Jonathan Fisk is a financial advisor at Integrity Dynamic Investments LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Integrity Dynamic Investments since 2014. Integrity Dynamic Investments provides discretionary asset management and ongoing portfolio supervision for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm utilizes a rules-based, dynamic asset allocation strategy that incorporates fundamental, technical, relative strength, and quantitative analysis, with a focus on Dorsey Wright research and the DALI relative-strength framework.

Active portfolio management Factor investing / smart beta Passive / index investing
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Kelly J

Series 63, Series 65

Albany, GA

The Jenkins Group

Kelly Jenkins is a financial advisor with The Jenkins Group in Albany, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with LPL Financial since 2009 and has been a principal at The Jenkins Group since 2005. Jenkins provides consulting services through The Jenkins Group, where she is a 50% owner and has check-writing authority alongside her partner. The Jenkins Group serves individual clients, including high-net-worth households, as well as trusts, estates, charities, and business entities. The firm offers financial planning, consulting, and discretionary and non-discretionary portfolio management, utilizing model portfolios and LPL-sponsored programs to tailor investment advice to clients’ objectives and risk tolerance.

General retirement planning General tax planning Wealth management Family Business Founder/Business Owner
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Davis G

Series 66

Albany, GA

The Jenkins Group

Davis Gill is a financial advisor at The Jenkins Group in Albany, GA, holding a Series 66 designation with seven years of industry experience. He has been with The Jenkins Group since 2018 and also has prior experience at LPL Financial and Mauldin & Jenkins. Outside of advising, he is involved in a farming enterprise, managing Shady Oak Pecan Farm. The Jenkins Group serves individual clients, including high-net-worth households, as well as trusts, estates, charities, and business entities, providing financial planning, consulting, and discretionary and non-discretionary portfolio management. The firm’s investment advice is tailored to clients’ objectives and risk tolerance, often using model portfolios and leveraging multiple LPL-sponsored programs.

General retirement planning General tax planning Wealth management Family Business Founder/Business Owner
user avatar

Britt B

CFP®, Series 66

Albany, GA

KingsMark Private Financial Advisors, LLC

Britt Bazemore is a CFP® professional with 17 years of industry experience, currently serving at KingsMark Private Financial Advisors, LLC since 2008. She is also CEO of Broadview Advisory Group, LLC, where she provides financial advisory and CPA services. Additionally, Bazemore holds roles as an independent insurance agent and serves on the board of Doublegate Country Club as secretary. KingsMark Private Financial Advisors serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, emphasizing fundamental analysis, asset allocation, and the use of options and margin strategies when appropriate.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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Noah M

CFP®, Series 65

Albany, GA

KingsMark Private Financial Advisors, LLC

Noah Mc Corkle is a financial advisor at KingsMark Private Financial Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at the University of Georgia and the University of North Georgia. In addition to his advisory role, he operates as an independent insurance agent recommending life, disability, and long-term care insurance. KingsMark serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis, asset-allocation models, and options and margin strategies when appropriate.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
user avatar

Thomas S

CFP®, ChFC®, Series 63, Series 65

Albany, GA

KingsMark Private Financial Advisors, LLC

Thomas Sanders is a CFP® and ChFC® with 27 years of industry experience. He has served at KingsMark Private Financial Advisors, LLC since 2008 and has operated his own sole proprietorship since 1985. Outside of his advisory work, he manages several family-owned land and farming businesses, including a hunting guide service and timberland operations. KingsMark Private Financial Advisors serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, employing fundamental analysis, asset-allocation models, and options strategies, with access to affiliated accounting and tax services.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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