Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Sheldon Jones has been in the financial services industry since August 1995. Kenneth is a registered representative with Edward Jones. Kenneth has Series 6, 7, 63 and 66 licenses and a SIE exam. Kenneth is licensed in Alabama, Florida, Georgia, Michigan, Mississippi, North Carolina, South Carolina, Tennessee, Texas, Virginia and Wisconsin. Previously, Kenneth was a registered representative with Franklin Distributors, LLC, Franklin Templeton Financial Services Corp. and Franklin/Templeton Distributors, Inc. Kenneth has a specialization in working with individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations and other entities.
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.
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.
See schedule d - miscellaneous
1
2
NC
03/07/2023 - Present
Edward Jones (MOCKSVILLE NC)
CA
07/07/2021 - 01/03/2023
FRANKLIN DISTRIBUTORS, LLC (SAN MATEO CA)
CA
05/30/2019 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
CA
08/07/1995 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 02/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kenneth Jones is the right advisor for you? Invested Better is here to help.
