Kenneth Jewell, financial advisor Tampa FL

Kenneth Jewell

CRD Number: 2128735
Current Firm: Bks Retirement Services

Kenneth Jewell (CRD# 2128735) is an Investment Advisor Representative working at Bks Retirement Services in Tampa, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Bks Financial Investments, Llc Dba Bks Retirement Services Tampa, FL Oct 2019 - Current 4
Bks Financial Investments, Llc Dba Bks Retirement Services Tampa, FL Oct 2019 - Sep 2021 1
Fiduciary Partners Investment Consulting, LLC Clearwater, FL Sep 2007 - Oct 2019 12
Fiduciary Partners Retirement Group, Inc. Clearwater, FL Jun 2006 - Oct 2019 13
Fiduciary Partners Group, LLC Clearwater, FL Oct 1999 - Oct 2019 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kenneth F. Jewell
Phone Number: 727-723-3676
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
Types of Clients
Registered States

AL, CA, FL, LA, NY, OH, TX

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