KJ
KJ
Kenneth Jobson
11 Years of Experience
Scottsdale, AZ
3 DisclosuresMay Earn Commission
Kenneth Jobson is a registered investment advisor at Harmony Asset Management LLC, based in Scottsdale, AZ, with 11 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 260 clients with $390M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
260 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$393.6M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.65% |
| $3M+ | 1.65% |
Fees are negotiable above $3,000,000. Separate fee schedule for nonprofit clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
16220 N. Scottsdale Road, Suite 300, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History (3)
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Employment Separation After Allegations
July 2018Regulatory
May 2018Final
Employment Separation After Allegations
December 2016Employment History
Current Registrations
Harmony Asset Management LLC
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Hayden Royal
March 2018 - June 2018 · 3 mos
Platinum Wealth Partners
January 2017 - March 2018 · 1 yr 2 mos
Morgan Stanley
November 2012 - January 2017 · 4 yrs 2 mos
Morgan StanleyBroker
September 2012 - January 2017 · 4 yrs 4 mos
State Registrations1 state
FL
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.