Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Jones is a financial professional with over 20 years of experience in the financial services industry. Kenneth is a Registered Representative with Cambridge Investment Research Advisors, Inc. in Richmond, VA and is licensed to offer securities and investment advisory services in numerous states. Kenneth's previous experience includes roles at Sanders Morris Harris Inc., QA3 Financial Corp., National Planning Corporation, and ING Financial Partners, Inc.. Kenneth has earned several professional designations, including Certified Financial Planner and Chartered Financial Consultant. Kenneth focuses on providing financial planning, portfolio management and other investment advisory services to individuals, families, and small businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
02/25/2016 - Present
Cambridge Investment Research Advisors, Inc. (Richmond VA)
VA
11/03/2008 - 11/23/2011
SANDERS MORRIS HARRIS INC. (RICHMOND VA)
VA
12/06/2005 - 11/03/2008
QA3 FINANCIAL CORP. (RICHMOND VA)
CA
06/02/2005 - 11/29/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CT
07/18/2003 - 03/31/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
BOTH
Issued 10/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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