Jess Sansone is a registered investment advisor at Ktf Investments, LLC, based in Seal Beach, CA, with 2 years of industry experience. Jess operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 184 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annual fee charged will not exceed 2%. All fees are negotiable.
Fee Estimator
Location
13001 Seal Beach Boulevard, # 250, Seal Beach, CA, 90740
Get directionsHistory
Regulatory History (7)
Financial
November 2021Financial
July 2021Financial
June 2020Judgment / Lien
April 2019Financial
March 2019Financial
October 2018Financial
December 2016Other Business Activities
Jess is a board member and shareholder in three privately held corporations: Big West Distribution, Inc., Sansones' Creamery, LLC, and Big Spoon Yogurt, Inc., all focused on the frozen dessert industry. Jess spends a few hours per week reviewing and advising the CEOs on financial and operational issues for these companies.
Employment History
Current Registrations
Ktf Investments, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
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
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