Jack Kynion, financial advisor Overland Park KS
79 score

Jack Kynion

CRD Number: 1029638
Current Firm: Legacy Advisory Group

Jack Kynion (CRD# 1029638) is an Investment Advisor Representative working at Legacy Advisory Group in Overland Park, KS and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Town & Country Wealth Management, LLC Leawood, KS Feb 2005 - Current 11
Kynion Financial Group Overland Park, KS Jan 1997 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1982
S65 NASAA Investment Advisors Law Examination Dec 2014
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:
  • Customer Dispute
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Jack Kynion
By the Numbers
  • Total Assets Under Management
    105
    MILLIONS
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $1,400,000
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

KS, MO

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BADGES
79
Verified Page
Data verified by both the advisor and the public regulatory data.

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