Invested Better
Unclaimed

Unclaimed

Unclaimed

Kimberly Nicole Jones

Fidelity Brokerage Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kimberly? Claim Your Profile

About Kimberly Nicole Jones

Kimberly Nicole Jones is a financial advisor who works with Fidelity Brokerage Services LLC. Kimberly holds Series 7TO and Series 63 licenses. Kimberly has been in the industry for over 3 months. Kimberly is currently registered in 22 states, including Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington and Wisconsin.

Firm Information

Kimberly Jones is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kimberly Jones’s Registration & Firm History

TX

10/20/2023 - Present

Fidelity Brokerage Services LLC (PLANO TX)

Not sure if Kimberly Nicole Jones is right for you?

Licenses & Designations

BC

Issued 12/05/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/20/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/15/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for Kimberly Nicole Jones. Review regulatory record here.
Not sure if Kimberly Nicole Jones is right for you?