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AJ
CFP · ChFC
AJ
CFP · ChFC

Alexander Jones

Kingswood Wealth Advisors, LLC
16 Years of Experience
Franklin, TN
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Alexander Jones is a CFP, ChFC-designated registered investment advisor at Kingswood Wealth Advisors, LLC, based in Franklin, TN, with 16 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 11,425 clients with $3.8B in assets under management.

Kingswood Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
122 advisors
Number of Clients
11,425 clients
Average Client Portfolio
$333K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range up to 2.5% annually and are fully negotiable. Different financial advisors may utilize different fee schedules. A platform fee of up to 0.30% may also apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

554 Franklin Rd, Franklin, TN, 37069

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2020
Final
View Full SEC ReportHow 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.

Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Eudaimonia Partners, LLC
January 2022 - April 2025 · 3 yrs 3 mos
Guardian Strategic Wealth Planners
February 2019 - October 2022 · 3 yrs 8 mos
LPL Financial LLC
December 2011 - March 2020 · 8 yrs 3 mos
LPL Financial LLCBroker
March 2011 - December 2020 · 9 yrs 9 mos
First Tennessee Brokerage, INC.Broker
September 2010 - March 2011 · 6 mos
State Registrations1 state
TN
Advisor

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
No exam information available for this advisor.
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