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Jerome Worth Lynn III

Advisor at Oppenheimer — Albany, GA

Updated today

Credentials

Series 63, Series 65

Experience

33 years

Location

Albany, GA

Oppenheimer logo

Oppenheimer

Enterprise

Total advisors

1,155

Across 158 offices

Clients per advisor

32 Very Low

Avg AUM per client

$609,565 High

HNW client ratio

3% Low

About

Jerome Lynn III is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fahnestock & Co. Inc. since 2003 and CIBC World Markets since 2001. Outside of his advisory work, he is the sole proprietor of Doublegate Designs, a small crafting business. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies tailored to client objectives.

Client services

Based on Oppenheimer

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Oppenheimer

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management

Occupation focus

Based on Oppenheimer

Executive Founder/Business Owner

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Fee options

Fixed

Financial Planning fees vary based on complexity, up to $10,000 per plan; updates at negotiated rates

Percentage

MF/ETFs only+: varies by program, not explicitly tiered but minimum account sizes differ by asset type Multi-security+: varies by program, not explicitly tiered but minimum account sizes differ by asset type Include Bonds+: varies by program, not explicitly tiered but minimum account sizes differ by asset type

Commissions

FAM and Alpha programs charge commissions on securities transactions; Alpha is commission-based only

Other

Account minimum: $10,000 for mutual funds/ETFs only accounts (lowest stated minimum); $25,000 to $100,000 for other account types depending on program and securities included Minimum fee: Minimum annual fee of $250 for FAM and Preference accounts; waived if account is at least $50,000 or household accounts total at least $250,000 Fee-only: Consulting and Retirement Services fees up to 1.00% of assets per year; Financial Planning fees up to $10,000 per plan

Location

See office

Albany, GA

Albany GA

Advisors at this office

1

Most active in

Georgia

Work history

33 years of industry experience

Fahnestock & Co. Inc.

2003 - Present • 23 years

New York, NY

Cibc World Markets

2001 - Present • 25 years

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

user avatar

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
user avatar

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
user avatar

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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