Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Warner Jones is a registered investment advisor representative with Alliancebernstein LP, a firm that manages more than $50 billion in assets. Kevin Warner Jones has been in the financial services industry since 2001 and has a broad range of experience in the industry. Kevin Warner Jones provides asset allocation, financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Kevin Warner Jones is also an active member of the financial community and regularly publishes periodicals. Kevin Warner Jones can be reached at the Denver, Colorado office of Alliancebernstein LP.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CO
09/25/2023 - Present
Alliancebernstein LP (DENVER CO)
IA
02/03/2021 - 09/06/2023
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CO
11/04/2016 - 10/14/2020
TRANSAMERICA CAPITAL, INC. (DENVER CO)
TX
07/30/2015 - 11/07/2016
PROVASI CAPITAL PARTNERS LP (DALLAS TX)
CO
05/30/2001 - 07/16/2015
TRANSAMERICA CAPITAL, INC. (DENVER CO)
IA
Issued 09/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2015
Series 24 - General Securities Principal Examination
BC
Issued 08/16/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Jones is the right advisor for you? Invested Better is here to help.
