Kelly Carson Jenkins
Investment adviser representative at The Jenkins Group
21 yearsExperience
4 statesRegistered in
$270.1MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- LPL Financial LLCSep 2009 to now
- The Jenkins GroupAug 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 4 states (AL, FL, GA, TX).
The Jenkins Group
Legal name: The Jenkins Financial Group, Inc.
$270.1MAssets managed
251Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2565382
- Firm CRD
- 125941