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The Jenkins Group

Updated today

Client assets under management

$270,106,642

Clients

251

36% high-net-worth

Advisors

3

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

84

High

Average account size

$1,076,122

About

The Jenkins Group provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and business entities. Its service menu includes both discretionary and non‑discretionary portfolio management, standalone financial planning and consulting, and recommendations for third‑party money managers and sponsored advisory programs.

The firm implements client strategies predominantly through model portfolios and third‑party managers available on sponsored platforms, and it monitors and rebalances accounts to align with each client’s objectives and risk tolerance. Jenkins emphasizes asset allocation and program selection rather than performing in‑house, security‑by‑security quantitative analysis.

Notably, the firm manages about $270 million in client assets with a three‑advisor team and routinely uses LPL and SEI sponsored programs to execute strategies. The brochure discloses that advisors are also registered representatives and licensed insurance agents who may receive brokerage or insurance compensation, and that the firm generally directs brokerage to LPL—arrangements the firm identifies as presenting potential conflicts of interest.

Client services

Financial planning Portfolio management Selection of other advisers General consulting services

Expertise

General retirement planning General tax planning Wealth management Charitable giving & philanthropy Business ownership considerations

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Fee options

Commissions

Compensation earned as registered representatives of LPL Financial for securities sales and as licensed insurance agents for insurance products (commissions separate from advisory fees)

Project-based

$150.00 per hour for financial planning and consulting services

Other

Fee-only: Financial planning and advisory consulting services at $150.00 per hour

Main office location

The Jenkins Group

2327 Lake Park Drive

Albany GA 31707, United States

Number of offices

2

Most active in

Alabama · Florida · Georgia · Tennessee · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Anton B

CFP®, Series 63

Nashville, TN

The Jenkins Group

Anton Bueschen is a CFP® professional with 25 years of industry experience, currently affiliated with The Jenkins Group and LPL Financial LLC. He has been with The Jenkins Group since 2005 and with LPL Financial since 2009. Outside of his advisory roles, he has an ownership interest in a business entity unrelated to investment advisory services. The Jenkins Group serves individual investors, high-net-worth clients, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm employs a combination of in-house model portfolios, third-party money managers, and sponsored advisory programs, managing over $200 million in client assets while integrating investment, tax, and retirement-plan fiduciary services.

General retirement planning General tax planning Wealth management Charitable giving & philanthropy Business ownership considerations
user avatar

Kelly J

Series 63, Series 65

Albany, GA

The Jenkins Group

Kelly Jenkins is a financial advisor at The Jenkins Group in Albany, GA, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has been with The Jenkins Group since 2005 and has also worked at LPL Financial LLC since 2009. Kelly is a 50% owner of The Jenkins Group and provides consulting services related to financial planning. The Jenkins Group serves individual investors, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm constructs portfolios using a combination of in-house models, third-party managers, and advisory programs through LPL Financial and SEI, managing over $200 million in client assets while integrating investment, tax, and retirement-plan services.

General retirement planning General tax planning Wealth management Charitable giving & philanthropy Business ownership considerations
user avatar

Davis G

Series 66

Albany, GA

The Jenkins Group

Davis Gill is a financial advisor at The Jenkins Group with seven years of industry experience. He holds a Series 66 designation and has worked at The Jenkins Group and LPL Financial since 2019. Outside of his advisory role, he is involved in managing a pecan farm and serves as a successor trustee for a community property trust. The Jenkins Group serves individual investors, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm uses a combination of in-house models, third-party managers, and sponsored advisory programs to construct and manage client portfolios on both discretionary and non-discretionary bases.

General retirement planning General tax planning Wealth management Charitable giving & philanthropy Business ownership considerations
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