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Timothy S Jenkins

Keystone Financial Group, LLC

Lexington, KY

CRD 4865702

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Employer firm

Keystone Financial Group, LLC CRD 170201

$2.34B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Keystone Financial Group, Llc

527 Wellington Way, Ste 225, Lexington, KY 40503 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2014-03-31
  • KY RA
    APPROVED
    Since 2014-03-31

Branch Locations

527 Wellington Way, Ste 225, Lexington, KY 40503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Lexington KY 06/2008 Present
Keystone Financial Group, Llc Lexington KY 01/2014 Present
Previous Registrations
Other Businesses

1) 04/18/2008 - Keystone Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2) 04/21/2010 - Keystone Properties - Real Estate Rental - INV REL - At Reported Business Location(s) - 1 property - 5% TIME SPENT 3) 05/03/2010 - NO BUSINESS NAME - Non-Variable Insurance - INV REL - At Reported Business Location(s) - I have a life insurance specialist and a Health insurance specialist I use occasionally with clients that need specialized service in these areas. - 25% TIME SPENT 4) 04/25/2014 - Keystone Financial Group - Registered Investment Advisor - (Hybrid) Keystone Financial Group - INV REL - At Reported Business Location(s) - 50% TIME SPENT 5) 11/14/2014 - No Business Name - Non-Variable Insurance - INV REL - Start 11/01/2011 - 535 Wellington Way, suite 360 Lexington KY 40503. 859-317-8316 - I have a life insurance specialist and a Health insurance specialist I use occasionally with clients that need specialized service in these areas. - 10 Hr/Mo; 5 During Secs Trdg Hrs - non variable insurance 6) 10/30/2015 - Timothy S Jenkins inc - Business Entity For Tax/Investment Purposes Only - INV REL - Start 06/04/2008 - 535 Wellington Way - LPL Commission, RIA fees, and all business expenses associated with being a FA - No Time Spent - Business Entity For Tax/Investment Purposes Only - Timothy S Jenkins inc 7) 09/13/2019 - Commonwealth Soccer Club - Not investment related - Lexington, KY - Coach - start date:08/06/2019 - 24 hrs/mo - 0 hrs during trading - coaching a U9 girls soccer club. 8) 11/27/2023 - Lexington Sporting Club - Outside/W-2 Employment - Coach/Director - Not Investment Related - Lexington, KY - Start Date 08/01/2022 - 24 Hours Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-23
S63 Uniform Securities Agent State Law Examination 2005-08-12
  • S66 Uniform Combined State Law Examination
    2007-02-23
  • S63 Uniform Securities Agent State Law Examination
    2005-08-12
Designations
  • Certified Financial Planner
Other Names
  • Timothy Scott Jenkins

View on SEC IAPD

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