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Kaitlyn Michelle Jones

Kingswood Capital Partners, LLC

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About Kaitlyn Michelle Jones

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.

Firm Information

Kaitlyn Jones is currently registered with Kingswood Capital Partners, LLC. Kingswood Capital Partners, LLC is a Limited Liability Company formed in 2016 and is registered to do business in all 50 U.S. states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

59

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Kaitlyn Jones’s Registration & Firm History

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)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kaitlyn Michelle Jones.
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