Kenneth Jones
Kenneth Jones is a CFP, ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Richmond, VA, with 22 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
3900 Westerre Pkwy., Ste. 103, Richmond, VA, 23233
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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
Kenneth is an independent insurance agent for various companies since 2005, dedicating minimal time annually. He is also an advisory representative of a RIA, spends full-time as an IAR for The Legacy Advisor Group, and has several other business activities including talent work, church committee membership, rental property ownership, business ownership, Medicare referrals, and board membership.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Sanders Morris Harris INC.Broker
Qa3 Financial CORP.Broker
National Planning CorporationBroker
Ing Financial Partners, INC.Broker
State Registrations19 states
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