AJ
AJ

Ashlea Kay Jones

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
231 advisors
Number of Clients
19,012 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$30.1B

Fee Structure

Minimum Investment:$2.5K
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Location

1815 Boyson Rd, Hiawatha, IA, 52233

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ashlea provides fee-based asset management services at Prime Capital Investment Advisors, dedicating full-time hours to this role. She is also an insurance agent at PCRM, LLC, selling fixed insurance products and dedicating minimal time to this activity.

Employment History
Current Registrations
Prime Capital Financial
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Private Client Services, LLCBroker
October 2021 - April 2022 · 6 mos
N.I.S. Financial Services, INC.Broker
June 2011 - December 2019 · 8 yrs 6 mos
State Registrations2 states
IAKS
Advisor
Exams
No exam information available for this advisor.
Ashlea Kay Jones - Financial Advisor | TrueAdvisor