Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Jewell is an investment advisor representative with Burnham Gibson Wealth Advisors, LLC. Kenneth has over 30 years of experience in the financial services industry. Kenneth is registered with the state of Florida. Kenneth is also registered with the state of Texas. Prior to joining Burnham Gibson Wealth Advisors, LLC Kenneth worked at BKS Financial Investments, LLC dba BKS Retirement Services. Kenneth also held positions with Fiduciary Partners Investment Consulting, LLC, Fiduciary Partners Retirement Group, Inc., and Fiduciary Partners Group, LLC. Kenneth has a Series 6 license, and a Series 65 license.
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.
A percentage of the total value of assets under management is charged.
Value of plan assets
1
2
FL
10/09/2024 - Present
Burnham Gibson Wealth Advisors, LLC (TAMPA FL)
FL
04/03/2001 - 05/01/2009
MUTUAL SERVICE CORPORATION (CLEARWATER FL)
FL
12/23/1998 - 02/16/2001
CPA FINANCIAL ADVISERS, INC. (DAYTONA BEACH FL)
MA
07/24/1998 - 12/31/1998
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
08/21/1997 - 07/20/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
09/17/1992 - 07/02/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
09/13/1991 - 10/06/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 09/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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