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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashlea? Claim Your ProfileAshlea Kay Jones is a financial advisor with Prime Capital Financial. Ashlea has been in the financial industry since May 2010, and holds Series 6, 63, and 65 securities licenses. She is registered to provide investment advisory services in Iowa, Kansas, and Texas. Prior to joining Prime Capital Financial, Ashlea worked at Private Client Services, LLC and N.I.S. Financial Services, Inc.. Ashlea specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, as well as qualified retirement plan services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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2
IA
04/18/2022 - Present
Prime Capital Financial (Hiawatha IA)
IA
10/21/2021 - 04/28/2022
PRIVATE CLIENT SERVICES, LLC (Hiawatha IA)
MO
06/16/2011 - 12/16/2019
N.I.S. FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 07/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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