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Kenneth K Jobson

Harmony Asset Management LLC

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About Kenneth K Jobson

Kenneth K. Jobson is an Investment Adviser Representative at Harmony Asset Management LLC located in Scottsdale, Arizona. Kenneth has been working in the financial services industry since July 2012. Kenneth has experience working at Morgan Stanley, Platinum Wealth Partners, and Hayden Royal. Kenneth is a Series 66, SIE, and Series 7 license holder.

Firm Information

Kenneth Jobson is currently registered with Harmony Asset Management LLC. Harmony Asset Management LLC is an investment advisor based in Scottsdale, Arizona. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Harmony manages approximately $356.2 million in assets for 481 clients. They have 2 licensed agents and 7 investment advisor representatives. The firm specializes in serving high-net-worth individuals, corporations, and foundations.
Harmony Asset Management LLC

15169 N. SCOTTSDALE ROAD

SCOTTSDALE, AZ 85254

$356.17M

Assets Under Management

Not reported

Total Clients

6

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kenneth Jobson’s Registration & Firm History

AZ

01/10/2020 - Present

Harmony Asset Management LLC (SCOTTSDALE AZ)

FL

09/21/2012 - 01/13/2017

MORGAN STANLEY (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 11/01/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/13/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Kenneth K Jobson. Review regulatory record here.
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