Jon Kerby (CRD# 1325139) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 30 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Tcfg Wealth Management, LLC | Laguna Niguel, CA | Aug 2013 - Current | 10 |
Tcfg Insurance Solutions, LLC | Laguna Niguel, CA | Aug 2013 - Current | 10 |
Tcfg Investment Advisors, LLC | Laguna Niguel, CA | Aug 2013 - Current | 10 |
Kerby Financial Services Inc. | Escondido, CA | Jan 2005 - Current | 19 |
Jon Alan Kerby | Escondido, CA | Aug 1992 - Current | 31 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1993 |
- CA
- CO
- IL
- MA
- MI
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Total Assets Under Management507MILLIONS
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Total Number of Accounts2,441ACCOUNTS
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Average Account Value$207,609
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI
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