Robert JonesCRD Number: 6429542
Current Firm: Honkamp Krueger Financial Services Inc.
Robert Jones (CRD# 6429542) is an Investment Advisor Representative working at Honkamp Krueger Financial Services Inc. in Overland Park, KS and has over 5 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Twelve Points Financial Planning, LLC||Overland Park, KS||Jan 2014 - Current||4|
|Powercat Financial Couseling||Manhattan, KS||Jul 2012 - Dec 2013||1|
|Kansas State University||Manhattan, KS||Apr 2009 - Dec 2013||4|
|Johnson County Med-act||Olathe, KS||Oct 1983 - Mar 2009||25|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
Total Assets Under Management2,334MILLIONS
Total Number of Accounts7,100ACCOUNTS
Average Account Value$328,708
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, MA, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, VA, WA, WI