Unclaimed
Kevin Lynn Jones is a financial professional with over 12 years of experience in the financial services industry. Kevin is a registered representative with MWA Financial Services Inc. and is also a Registered Investment Advisor. Kevin holds the Series 6, 7, 24, 26 and 63 licenses, as well as the SIE designation. Kevin has previously worked with Hornor, Townsend & Kent, LLC and Woodmen Financial Services, Inc. Kevin specializes in providing financial planning, portfolio management, and selection of other advisors.
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.
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.
1
2
TN
06/30/2023 - Present
MWA Financial Services Inc. (Lebanon TN)
TN
07/12/2019 - 02/11/2022
HORNOR, TOWNSEND & KENT, LLC (BRENTWOOD TN)
NE
10/06/2017 - 07/01/2019
WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)
TN
05/27/2010 - 10/10/2017
MWA FINANCIAL SERVICES INC. (Mt. Juliet TN)
BC
Issued 06/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2020
Series 24 - General Securities Principal Examination
BC
Issued 11/10/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/26/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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