Kenneth Jobson (CRD# 5987955) is an Investment Advisor Representative working at Harmony Asset Management LLC in Scottsdale, AZ and has over 11 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harmony Asset Management LLC | Tampa, FL | Sep 2019 - Current | 4 |
| Unemployed | Tampa, FL | Jul 2018 - Sep 2019 | 1 |
| Hayden Royal | Tampa, FL | Mar 2018 - Jun 2018 | < 1 |
| Platinum Wealth Partners | Tampa, FL | Jan 2017 - Mar 2018 | 1 |
| Morgan Stanley Smith Barney | St. Petersburg, FL | Jul 2012 - Jan 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management356MILLIONS
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Total Number of Accounts481ACCOUNTS
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Average Account Value$740,487
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, FL, NY, TX
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