Alexander Jones

CFP · ChFC

15 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth

Kingswood Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

111 advisors

Number of Clients

9,250 clients

Average Client Portfolio

$267K average

Assets Under Management

$2.5B

Fee Structure

Minimum Investment:$100K

Location

554 Franklin Rd, Franklin, TN, 37069

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History

Regulatory History (1)

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Regulatory

December 2020

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Alexander is a notary public, an owner/officer in several businesses (Intrepid Management Inc/Guardian Management, LLC, Guardian Tax Advisors LLC, and Guardian Elite Services LLC), an investor and minority owner in Aperio Path Software LLC, and an independent insurance broker. He dedicates about 10-20% of his time to his insurance brokerage and minimal time to the other activities.