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Kenia Lenay Jones

Purshe Kaplan Sterling Investments

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About Kenia Lenay Jones

Kenia Jones is a financial advisor at Purshe Kaplan Sterling Investments. Kenia has been in the industry since May 2020. She has a Series 7, Series 66, and SIE licenses. Kenia is registered in Nevada and Texas.

Firm Information

Kenia Jones is currently registered with Purshe Kaplan Sterling Investments. Purshe Kaplan Sterling Investments is a Corporation formed on December 16, 1993 and is approved to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been registered with the SEC and has 10 regulatory event disclosures and 2 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

181

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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Kenia Jones’s Registration & Firm History

TX

06/10/2022 - Present

Purshe Kaplan Sterling Investments (Dallas TX)

TX

05/11/2020 - 06/10/2022

LPL FINANCIAL LLC (DALLAS TX)

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Licenses & Designations

BOTH

Issued 06/22/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/09/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/18/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenia Lenay Jones.
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