AJ
CFP · ChFC
AJ
CFP · ChFC

Alexander Jones

15 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
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
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Location

554 Franklin Rd, Franklin, TN, 37069

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History

Regulatory History (1)
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Regulatory
December 2020
Final
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 · 1 yr 7 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
Exams
No exam information available for this advisor.
Alexander Jones - Financial Advisor | TrueAdvisor