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The Alison | Jenkins | Podkulski Group

The Alison | Jenkins | Podkulski Group

Each relationship begins with our commitment to learn about our clients, their goals and long term objectives.


 

404.842.4000

866.583.7097

3424 Peachtree Road, Suite 1700
Atlanta, GA 30326 

Welcome

Each relationship begins with our commitment to learn about our clients, their goals and long-term objectives.

Utilizing the global resources of J.P. Morgan, we provide comprehensive financial planning and wealth management services to assist our clients in helping to mitigate risk and to simplify their lives. Each relationship begins with our commitment to learn about our clients, their goals and long-term objectives. We collaborate closely with our clients and their other trusted advisors to develop a customized action plan that aligns their priorities and goals with their resources and risk tolerance.

Our Team

The Alison | Jenkins | Podkulski Group provides investment advice for high-net-worth individuals, universities, endowments and foundations throughout the United States. We have experience working with owners of privately held businesses to help create tax-advantaged liquidity strategies through the use of Employee Stock Ownership Plans. Our experience has taught us that while we don’t have the ability to control or change the direction of the market, we do have the ability to adjust strategies and allocations as appropriate to help our clients stay on target with their financial goals and objectives. This is precisely what guides our investment process.

J.P. Morgan Wealth Management attracts the highest-quality professionals with deep experience and a strong commitment to exceptional client service. Our team consists of seven professionals with more than 100 years of combined experience.

Meet Our Team

Click a profile to learn more about each member

Tom W. Alison, CIMA®

Managing Director


404.842.4330

tom.alison@jpmorgan.com

3424 Peachtree Road NE, Suite 1700
Atlanta, GA 30326

Brian G. Jenkins, AIF®

Executive Director


404.842.4320

brian.jenkins@jpmorgan.com

3424 Peachtree Road, Suite 1700
Atlanta, GA 30326 

Brett T. Alison

Vice President


404.842.4332

brett.alison@jpmorgan.com

3424 Peachtree Road NE, Suite 1700
Atlanta, GA 30326 

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
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.
CIMA® and Certified Investment Management Analyst® are registered trademarks owned by IMCA Investment Management Consultants Association®.

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read additional Important Information in conjunction with these pages.