Kenneth JonesCRD Number: 6784071
Current Firm: Simplicity Wealth
Kenneth Jones (CRD# 6784071) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 7 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Simplicity Wealth, LLC||Summit, NJ||May 2019 - Current||4|
|The Binnacle Group||Troy, MI||May 2015 - Current||8|
|Kenneth Jones - Self-employed||Troy, MI||Apr 2010 - Current||13|
|Brokers International Financial Services, LLC||Urbandale, IA||Apr 2017 - May 2019||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2016|
Total Assets Under Management201MILLIONS
Total Number of Accounts2,342ACCOUNTS
Average Account Value$85,839
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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