Kristie Jones
Kristie Jones is a registered investment advisor at Regions Investment Management, INC., based in Birmingham, AL, with 25 years of industry experience. Kristie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Fees apply to both equity and bond model strategies provided to Regions Bank clients.
Fee Estimator
Location
1900 5th Avenue North, Sixth Floor, Birmingham, AL, 35203-2618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kristie is a dual employee of AmSouth Bank. This activity is not investment-related.
Employment History
Current Registrations
Regions Investment Management, INC.
Previous Registrations
Amsouth Asset Management, INC.
Amsouth Investment Management Company LLC
State Registrations1 state
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
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