Kenia Jones is a registered investment advisor at Balefire, LLC, based in Dallas, TX, with 5 years of industry experience. Kenia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 2,524 clients with $1.2B in assets under management.
Compensation
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Fee Structure
Balefire offers ongoing investment management services based on your individual goals, objectives, time horizon, and risk tolerance. Balefire seeks to design investment strategies utilizing your current financial situation to construct a portfolio designed to match your investment goals. Fees for investment management are calculated as a percentage of the value of your portfolio, including cash, and are collected in advance each quarter.
Location
14221 Dallas Parkway, Suite 100, Dallas, TX, 75254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Balefire, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLCBroker
State Registrations1 state
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