KJ
KJ

Kenneth Francis Jewell

33 Years of Experience
2 Disclosures
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
1,833 clients
Average Client Portfolio
$11.5M average
Assets Under Management
$21.0B

Fee Structure

Financial Planning:Investment management only
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Location

Dunedin, FL

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History

Regulatory History (2)
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Regulatory
December 2013
Final
Regulatory
June 2010
Final
Other Business Activities

Kenneth is the president of Jewell Music Enterprises since 2016, collecting income from his band and handling business development, marketing, and concert promotion, dedicating a few hours per week. He is also the founder of Rocks the Cure, a non-profit, and serves as president of the Tampa Bay Chargers Soccer Club executive board of directors, each taking a few hours per week.

Employment History
Current Registrations
The Baldwin Group Wealth Advisors, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Bks Retirement Services
October 2019 - October 2024 · 5 yrs
Fiduciary Partners Investment Consulting, LLC
November 2007 - October 2019 · 11 yrs 11 mos
Independent Financial Partners
September 2007 - November 2007 · 2 mos
Mutual Service CorporationBroker
April 2001 - May 2009 · 8 yrs 1 mo
CPA Financial Advisers, INC.Broker
December 1998 - February 2001 · 2 yrs 2 mos
Mutual Service CorporationBroker
July 1998 - December 1998 · 5 mos
MML Investors Services, INC.Broker
August 1997 - July 1998 · 11 mos
MML Investors Services, INC.Broker
September 1992 - July 1997 · 4 yrs 10 mos
New England SecuritiesBroker
September 1991 - October 1992 · 1 yr 1 mo
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.