Kirk Jones, financial advisor Miami FL
81 score

Kirk Jones

CRD Number: 4621811
Current Firm: Independent Financial Partners

Kirk Jones (CRD# 4621811) is an Investment Advisor Representative working at Independent Financial Partners in Miami, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Partners Miami, FL Aug 2010 - Current 6
Lpl Financial, LLC Miami, FL Sep 2009 - Current 7
Mutual Service Corporation Boca Raton, FL Mar 2008 - Sep 2009 1
Wachovia Securities, LLC Palm Beach, FL Oct 2005 - Mar 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2003
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Kirk C. Jones
Phone Number: 813-341-0960
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
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
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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