Kirk Jones, financial advisor Cleveland OH

Kirk Jones

CRD Number: 4279955
Current Firm: Mml Investors Services, LLC

Kirk Jones (CRD# 4279955) is an Investment Advisor Representative working at Mml Investors Services, LLC in Cleveland, OH and has 1 year of experience in the finance industry.

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Edward Jones
Company Name Location Dates Years
06/26/2017 Cleveland, OH Mar 2017 - Current 3
Massachusetts Mutual Life Insurance Company Cleveland, OH Jul 2016 - Current 4
Metropolitan Life Ins Co Broadview Hts, OH Sep 2000 - Mar 2017 16
Metlife Securities Inc. Broadview Hts, OH Sep 2000 - Mar 2017 16

Kirk Jones has no recent exams reported.
Contact Info for Kirk P. Jones
Phone Number: (413)737-8400
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    39,563
    MILLIONS
  • Total Number of Accounts
    206,878
    ACCOUNTS
  • Average Account Value
    $191,239
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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