Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristofer? Claim Your ProfileKristofer Louis Jones is an investment advisor representative with DCA Family Office, LLC. Kristofer has been in the financial services industry since 2002 and has experience providing investment advice to corporations and other businesses. Kristofer holds the Series 6 and Series 63 securities licenses. In addition to the firm's location in Roseville, California, DCA Family Office, LLC also has an office in Eden Prairie, Minnesota.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Family office services
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.
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.
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CA
12/20/2023 - Present
DCA Family Office, LLC (ROSEVILLE CA)
CA
04/09/2002 - 07/03/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IA
Issued 12/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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