Jon Kerby, financial advisor Laguna Niguel CA
96 score

Jon Kerby

CRD 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 22 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.

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Professional Designations
Company Name Location Dates Years
Tcfg Wealth Management, LLC Laguna Niguel, CA Aug 2013 - Current 3
Tcfg Insurance Solutions, LLC Laguna Niguel, CA Aug 2013 - Current 3
Tcfg Investment Advisors, LLC Laguna Niguel, CA Aug 2013 - Current 3
Kerby Financial Services Inc. Escondido, CA Jan 2005 - Current 11
Jon Alan Kerby Escondido, CA Aug 1992 - Current 24
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
Contact Info for Jon A. Kerby
Phone Number: 949-365-5830
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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