Awards and Industry Recognition
Brian Jenkins is a Managing Director and Wealth Advisor with J.P. Morgan Wealth Management.
As a partner of The Alison | Jenkins | Podkulski Group, he 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 face. That exposure formed the foundation for the services and expertise Brian now provides to his clients nationwide. He 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.
Born in Pittsburgh, Brian spent several years in Europe where his father was responsible for corporate development of 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.
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