The Jenkins Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Jenkins Group works with individual clients, including high‑net‑worth households, as well as trusts, estates, charities and business entities, offering financial planning and consulting in addition to discretionary and non‑discretionary portfolio management. The firm provides both standalone financial planning engagements (on an hourly basis) and ongoing asset management, and it may recommend or place client assets with third‑party money managers.
Investment advice is tailored to each client’s objectives and risk tolerance and commonly uses model portfolios and program solutions rather than frequent individual‑security quantitative analysis. The firm leverages multiple LPL‑sponsored programs (including model asset‑allocation and manager access offerings), monitors manager performance, and generally manages client accounts on a discretionary, rebalanced basis.
Notable features that distinguish the firm from many peers are its small adviser team supporting a relatively large asset base, its routine requirement that client brokerage be executed through LPL Financial, and its operational role as a supervisory/OSJ office via its LPL affiliation. The firm’s advisers are also registered representatives and licensed insurance agents and may receive commission or 12b‑1 compensation from brokerage or insurance products, which the brochure discloses as potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
1.05% annually
Commissions earned by registered representatives for securities transaction and insurance product sales, separate from advisory fees
$150.00 per hour for financial planning and consulting services
Main office
See office2327 Lake Park Drive
Albany GA 31707
Advisors at this office
2
Offices (2)
Most active in
Alabama · Florida · Georgia · Tennessee · Texas
Also doing business as
The Jenkins Financial Group, Inc. · The Jenkins Financial Group,Inc. Dba The Jenkins Group · The Jenkins Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Anton B
CFP®, Series 63
Nashville, TN
The Jenkins Group
Anton Bueschen Jr. is a CFP® and holds a Series 63 license with 26 years of industry experience. He has been with The Jenkins Group since 2005 and has worked at LPL Financial since 2009. His professional background also includes a position at Synovus Securities, Inc. from 2003 to 2004. 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 portfolio management services. The firm employs a tailored investment approach that often utilizes model portfolios and LPL-sponsored programs, managing client accounts on a discretionary, rebalanced basis.
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.
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.
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