Kenneth Jones
Kenneth Jones is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Beachwood, OH, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2000 Auburn Dr. Suite 200, Beachwood, OH, 44122
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2012Other Business ActivitiesSells Insurance
Kenneth operates Momentum Wealth Partners as a DBA for his LPL business. He also engages in non-variable insurance activities and manages Kenneth W. Jones Financial Advisors, LLC for tax/investment purposes, dedicating a few hours per week to insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
New England Securities Corporation
New England SecuritiesBroker
Financial Network Group LTD
Royal Alliance Associates, INC.Broker
AXA Advisors, LLCBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.