Jones Strategic Financial Planning LLC

Jones Strategic Financial Planning LLC (CRD# 131180) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Jones Strategic Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kim E. Jones
CRD#: 1429197
Broomfield, CO
96
Wealthminder
score

Kim Jones (CRD# 1429197) is an Investment Advisor Representative working at Jones Strategic Financial Planning LLC in Broomfield, CO and has over 30 years of experience in the finance industry. Kim Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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