Brian G. JenkinsBrian G. Jenkins, AIF®
Executive Director
Wealth Advisor

"I developed a passion for understanding how entrepreneurs built their businesses and the unique challenges they faced."

Awards and Industry Recognition

Forbes

Best-In-State Wealth Advisors
2022 • 2020 • 2019

About Brian

Brian is a partner of the Alison | Jenkins | Podkulski Group and specializes in providing tax-efficient liquidity strategies for owners of closely held businesses. Brian brings years of experience and a team of professionals to each transaction, including business valuation consultants, attorneys and lending specialists. He incorporates the vast banking and credit resources of J.P. Morgan to create strategies that fit his clients' long-term financial objectives.

Brian has been involved in financial services for over 15 years, beginning with mergers and acquisitions with publicly traded companies. He developed a passion for understanding how entrepreneurs built their businesses and the unique challenges they faced. That exposure formed the foundation for the services and expertise he now provides to his clients nationwide. Brian also has experience advising business owners on how to help create liquidity through the use of Employee Stock Ownership Plans (ESOPs).

Prior to joining J.P. Morgan, Brian was a Vice President at Nortel Networks (1987–2002). He and his team transitioned from UBS (2002–2011) to their current role at J.P. Morgan in early 2011. In 2020 and 2019, Brian was named a Forbes Best-In-State Wealth Advisor.1 He received the "Five Star Wealth Manager Award: Best in Client Satisfaction" from Atlanta Magazine in 2008, 2009 and 2011.3

Born in Pittsburgh, Brian spent several years in Europe, where his father was responsible for corporate development for a major American corporation. Brian graduated from California Polytechnic State University with a B.S. in Economics, and completed an exchange program at the University of London. He then earned an M.B.A. in Marketing at St. Mary's College of California. Brian and his family live in Atlanta, where he enjoys traveling, playing tennis, running and skiing. Brian is also active in several local charitable organizations.

Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification. 1. The Forbesranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbesor SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results.

2. The Five Star Professional research team applies a vigorous research and evaluation process to identify service professionals who provide quality services to their clients. Professionals do not pay a fee to be considered or placed on the final list of Five Star award winners. Five Star Professional follows standard survey practices used by other professional research organizations. The research also includes a regulatory review to provide necessary checks and balances.

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.