Our Story and Services

Our investment strategy is value oriented, highly diversified and follows a disciplined process. We believe risk management is fundamental in helping our clients navigate market volatility. We believe that asset allocation and active management are the primary drivers of investment returns. Client recommendations are based on their objectives, risk tolerance and investment horizon. We develop a customized portfolio of individual securities, mutual funds, bonds, ETF’s and closed-end funds, as appropriate for each client. We adapt our broad model to help fit the needs of each individual client.
Services Include
  • Life Insurance1
  • Long Term Care Insurance2
  • Wealth Management3
  • Financial Planning4
  • Estate Planning Strategies5
  • Retirement Planning6
  • 401(k) Rollovers
  • 529 Plans7
  • Annuities8
  • Cash Management9
  • Trust Services*
  • Asset Management10
  • Divorce Financial Analysis11
  • Fixed Income12
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

JKG Group - Investment Philosophy and Model

Location

300 Granite Run Dr
Ste 300
Lancaster, PA 17601
US
Direct:
(717) 519-3212(717) 519-3212
Toll-Free:
(800) 873-0990(800) 873-0990

Meet The JKG Group

About Me

Jane began her career in 1985 at Merrill Lynch where she was a branch manager for a period of time. She has earned her Chartered Retirement Planning Counselor designation and is a Portfolio Management Director and First Vice President. Jane and her team focus on a wealth management process, which includes a goals-based customized financial plan.  Jane and her team are Portfolio Managers and part of a select group of Morgan Stanley Advisors who are qualified by the firm to manage client assets on a discretionary basis.  Jane and her partners have decades of experience and a strong commitment to working hard with and for their clients.

As an alumnus of The Pennsylvania State University, Jane remains involved with The Penn State Alumni Society and is actively involved on the board of Hospice and Community Care of Lancaster. Jane is also a supporter of a Lancaster based animal rescue organization, ORCA (Organization Responsible Care of Animals).
Securities Agent: PA, WA, VT, VA, TX, TN, SC, RI, OR, OH, NY, NJ, NH, NC, MT, MO, MI, ME, MD, MA, IA, FL, DE, CT, CA, AR; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1380803

About Me

Kelly began her career in 2000 at Merrill Lynch.  She is a Certified Financial Planner, a Chartered Retirement Planning Counselor, Senior Portfolio Manager and Vice President.  Kelly and her team focus on a wealth management process, which includes a goals-based, customized financial plan.  Kelly and her team are Portfolio Managers and part of a select group of Morgan Stanley Advisors who are qualified by the firm to manage client assets on a discretionary basis.  Kelly and her partners have decades of experience and a strong commitment to working hard with and for their clients. 

Kelly is a graduate of Robert Morris University, former Chairman of the Board of the American Heart Association and Chair of the Planned Giving Council of Hospice and Community Care of Lancaster.
Securities Agent: PA, VT, VA, TX, TN, SC, RI, OR, OH, NY, NJ, NH, NC, MT, MO, MI, ME, MD, MA, IA, FL, DE, CT, CA, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1282924

About Me

Greg began his career in 1983 at Merrill Lynch where he was a branch manager for 5 years.  He is among an elite group who have earned the Certified Portfolio Manager designation.  He is a Portfolio Management Director and a First Vice President.  Greg and his team focus on a wealth management process, which includes a goals-based, customized financial plan.  Greg and his team are Portfolio Managers and part of a select group of Morgan Stanley Advisors who are qualified by the firm to manage client assets on a discretionary basis.  Greg and his partners have decades of experience and a strong commitment to working hard with and for their clients.

Greg is a graduate of Princeton University, Former Treasurer and Member of the Manheim Township School Board, and a member of the Lancaster Hamilton Club.
Securities Agent: PA, VT, VA, TX, TN, SC, RI, OR, OH, NY, NV, NJ, NH, NC, MT, MO, MI, ME, MD, MA, IA, FL, DE, CT, CA, AR; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1253148

About Me

Donna has worked for Morgan Stanley since 1999.  She joined The JKG Group in 2014.  She has held various service roles in her career, holds her securities licenses, and has earned the Portfolio Associate designation in 2015.  

Donna has multifaceted duties, which includes assisting with managed accounts, marketing, website support and establishing Trust, and Estate accounts.  Her complex problem solving skills are an asset to the JKG Group client experience.  Donna enjoys giving personal and detailed attention to all clients.

Born and raised in New York, Donna has resided in Berks County for over 25 years with her husband, their college aged children, and her two cockapoo dogs.  In her spare time, Donna enjoys her family time, cooking, traveling, theatre, and concerts.

About Me

Chris has worked with the JKG Group since 2007. She is a Senior Client Service Associate with more than 15 years of experience in the financial industry.  Chris assists clients with all account servicing needs and strives to provide prompt and comprehensive solutions for clients.  She approaches all challenges with confidence and determination. Her positive and professional attitude has reinforced the JKG Group's professional and personal relationships with our valued clients.

Chris is a graduate of Lake Erie College in Ohio and holds a B.A. degree in Spanish.  Prior to joining the financial industry, Chris worked for the U.S. division of the largest independent foundry in South America for 15 years and held the position of Administrative and Financial Manager.

In her spare time, Chris enjoys playing golf and is a member of Conestoga Country Club. She also enjoys gardening, gourmet cooking, entertaining and international travel.  In her travels she especially enjoys learning about the different country's culture and cuisine.
From Our Team

JKG Group - Investment Philosophy and Model


Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
From Clueless to Clued In: Teaching Teens About Money

From Clueless to Clued In: Teaching Teens About Money

As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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Ready to start a conversation? Contact The JKG Group today.
Market Information Delayed 20 Minutes
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

2Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

7Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

8Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

9Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

11Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

12Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

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The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

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