Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Scott Jones is a financial professional with over 30 years of experience in the industry. Kevin has a Series 7, Series 63, and SIE license and is currently registered with the state of Texas. Kevin has previously held positions at several firms including Patrick Capital Markets, LLC, K-One Investment Company, Inc., Nationwide Investment Services Corporation, Vantage Securities, Inc., SunAmerica Capital Services, Inc., Raymond James & Associates, Inc., Smith Barney Inc., and Everen Securities, Inc. Kevin specializes in providing consulting services to qualified retirement plans, financial planning, and portfolio management for businesses and individuals. Kevin is currently employed at Innovation Partners LLC, a registered investment advisor firm headquartered in Charlotte, North Carolina. Innovation Partners LLC provides financial planning, portfolio management, and consulting services to individuals, businesses, and retirement plans.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
04/12/2021 - Present
Innovation Partners LLC (CHARLOTTE NC)
TX
07/07/2009 - 04/21/2021
PATRICK CAPITAL MARKETS, LLC (HOUSTON TX)
AR
05/28/2009 - 06/10/2009
K-ONE INVESTMENT COMPANY, INC. (FORT SMITH AR)
OH
03/27/2007 - 01/13/2009
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
FL
09/11/2003 - 03/19/2007
VANTAGE SECURITIES, INC. (MIAMI FL)
NJ
02/06/2001 - 10/23/2002
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
FL
06/17/1997 - 02/05/2001
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
04/02/1994 - 06/09/1997
SMITH BARNEY INC. (NEW YORK NY)
MO
09/04/1990 - 03/22/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
11/21/1988 - 09/04/1990
LOVETT UNDERWOOD NEUHAUS & WEBB, INC.
NA
03/24/1987 - 11/15/1988
RAUSCHER PIERCE REFSNES, INC.
BC
Issued 02/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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