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Spencer Alan Jones

Atwood & Palmer, Inc.

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About Spencer Alan Jones

Spencer Alan Jones is an investment advisor representative with Atwood & Palmer, Inc. in Kansas City, Missouri. Spencer has been in the financial services industry since 1996. Spencer is registered with the state of Missouri. Spencer specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Spencer is also a Chartered Financial Analyst. Spencer is on the City Personnel Board at the City of Million Hills. Spencer serves as Treasurer. Spencer is licensed to provide investment advice.

Firm Information

Spencer Jones is currently registered with Atwood & Palmer, Inc.. Atwood & Palmer, Inc. is an investment advisor headquartered in KANSAS CITY, MO. The firm manages over $1.44 billion in assets for 1,176 accounts, primarily for high-net-worth individuals, corporations, and charitable organizations. They offer financial planning and portfolio management services for both businesses and individuals. The firm's website addresses are HTTP://TWITTER.COM/ATWOODPALMER, HTTPS://WWW.LINKEDIN.COM/COMPANY/ATWOOD-&-PALMER-INC-/, and HTTP://WWW.ATWOODPALMER.COM.
Atwood & Palmer, Inc.

4520 MADISON AVENUE

KANSAS CITY, MO 64111-3541

$1.44B

Assets Under Management

Not reported

Total Clients

7

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Spencer Jones’s Registration & Firm History

MO

12/20/2006 - Present

Atwood & Palmer, Inc. (KANSAS CITY MO)

NJ

01/12/1996 - 01/14/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 01/31/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/11/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Spencer Alan Jones.
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