Unclaimed
Kaitlyn Michelle Jones is a financial advisor with Kingswood Capital Partners, LLC, with 5 years of industry experience. Kaitlyn Michelle Jones is registered with FINRA and is licensed to offer securities products and services. Kaitlyn Michelle Jones has passed the Series 7 and SIE exams. Kaitlyn Michelle Jones has been a registered representative of Kingswood Capital Partners, LLC since June 15, 2018. Prior to that, Kaitlyn Michelle Jones was a registered representative of Niagara International Capital Limited and Raymond James & Associates, Inc. Kaitlyn Michelle Jones is based in Atlanta, GA.
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.
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.
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2
GA
06/15/2018 - Present
Kingswood Capital Partners, LLC (Atlanta GA)
NY
03/08/2018 - 06/15/2018
NIAGARA INTERNATIONAL CAPITAL LIMITED (NEW YORK NY)
GA
11/27/2017 - 12/31/2017
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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