Jon KerbyCRD Number: 1325139
Current Firm: Tcfg Investment Advisors, LLC
Jon Kerby (CRD# 1325139) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 24 years of experience in the finance industry. Jon Kerby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Tcfg Wealth Management, LLC||Laguna Niguel, CA||Aug 2013 - Current||4|
|Tcfg Insurance Solutions, LLC||Laguna Niguel, CA||Aug 2013 - Current||4|
|Tcfg Investment Advisors, LLC||Laguna Niguel, CA||Aug 2013 - Current||4|
|Kerby Financial Services Inc.||Escondido, CA||Jan 2005 - Current||13|
|Jon Alan Kerby||Escondido, CA||Aug 1992 - Current||25|
|The Planners Network, Inc.||Escondido, CA||Feb 2013 - Aug 2013||< 1|
|National Planning Corp||San Diego, CA||Feb 2000 - Jul 2013||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1993|
Total Assets Under Management200MILLIONS
Total Number of Accounts814ACCOUNTS
Average Account Value$246,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NJ, NV, WA, WI
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