Kirk Jones
Kirk Jones is a registered investment advisor at Western Wealth Management LLC, based in Greenwood Village, CO, with 23 years of industry experience. Kirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,964 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WWM offers Comprehensive Portfolio Management where the maximum annual fee is 3.0% of the assets managed. Alternatively, a flat fee, not to exceed 2.5% of assets under management or a negotiated flat rate may be applied in certain circumstances. Fees are negotiable. WWM also offers LPL Financial Sponsored Advisory Programs with maximum fees ranging from 1.4% to 3.0%.
Location
6000 Greenwood Plaza Blvd, Suite 100, Greenwood Village, CO, 80111
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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 ActivitiesSells Insurance
Kirk is involved in several outside business activities, including radio broadcasting, managing investment entities, and providing investment advisory services through Western Wealth Management LLC. He also works with multiple insurance companies, selling non-variable insurance products.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
LPL Financial Corporation
Mutual Service Corporation
Mutual Service CorporationBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations24 states
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