Tobin
Jenkins
Keystone Financial Group, LLC
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About this Advisor
Tobin Jenkins is a certified financial planner based out of Lexington, Kentucky who has 9 years of industry experience. Jenkins is an employee of Keystone Financial Group, LLC. Over the course of their career, Jenkins has held roles at Lpl Financial LLC and Keystone Financial Group, LLC. Jenkins has Series 63 and Series 66 licenses, designating them as a securities broker, and can work in Kentucky and Texas. Keystone Financial Group, LLC is a financial advisory company based out of Lexington, KY. It has offices in eight locations and a total of 39 employees. It oversees $1 billion in assets under management between its 5,191 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm serves nine charities and foundations. Of its 5,191 accounts, just 3% are held by high-net-worth investors who have more than $1 million in investable assets. Keystone Financial Group, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial advice largely are based on which services the firm provides the client. Fee types charged by Keystone Financial Group, LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Keystone Financial Group, LLC Brokerage Details
$1,243,093,426
39
5,191
$239,471
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Tobin Jenkins Work History
Tobin has been registered as a financial advisor for 9 years.*
Keystone Financial Group, LLC
Lpl Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tobin Jenkins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Keystone Financial Group, LLC
Lexington, KY
Lexington, KY
Paducah, KY
Paducah, KY
Lexington, KY
Lexington, KY
Mount Sterling, KY
Lexington, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
