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KJ
ChFC
KJ
ChFC

Kenneth Jones

LPL Financial LLC
26 Years of Experience
Aurora, OH
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Kenneth Jones is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Aurora, OH, with 26 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Aurora, OH

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2012
View Full SEC ReportHow to Read Disclosures
Other 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
March 2025 - Present · 1 yr 7 mos
LPL Financial LLC
March 2025 - Present · 1 yr 7 mos
LPL Financial LLCBroker
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Cetera Investment Advisers LLC
March 2024 - April 2025 · 1 yr 1 mo
Cetera Advisors LLC
April 2012 - March 2024 · 11 yrs 11 mos
Cetera Advisors LLCBroker
April 2012 - April 2025 · 13 yrs
New England Securities Corporation
August 2005 - April 2012 · 6 yrs 8 mos
New England SecuritiesBroker
August 2003 - April 2012 · 8 yrs 8 mos
Financial Network Group LTD
November 2002 - September 2003 · 10 mos
Royal Alliance Associates, INC.Broker
July 2002 - September 2003 · 1 yr 2 mos
AXA Advisors, LLCBroker
March 2000 - July 2002 · 2 yrs 4 mos
State Registrations13 states
CACOCTFLKYMNNCNJNYOHPASCWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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