Ken Jones's Location
Virginia, United States
Ken Jones's Work
- Wealth Manager @ Equity Concepts LLC
- Director of Client Services and Technology, Advisor @ Equity Concepts LLC
- Senior Relationship Specialist, Advisor @ Equity Concepts LLC
- Senior Client Coordinator, Advisor @ Burleson Financial Strategies
Ken Jones's Education
- The American College of Financial Services
(Financial Planning and Services)
2022 - 2023 - University of Mary Washington
BS and BA (Business and Music)
1998 - 2002
Ken Jones's Skills
- Wealth Management
- Series 7
- Series 66
- Customer Relations
- Management
- Investments
- Alternative Investments
- Portfolio Management
- Life Insurance
- Redtail CRM
Ken Jones's Summary
Ken Jones, based in Virginia, United States, is currently a Wealth Manager at Equity Concepts LLC, bringing experience from previous roles at Equity Concepts LLC and Burleson Financial Strategies. Ken Jones holds a 2022 - 2023 The American College of Financial Services. With a robust skill set that includes Wealth Management, Series 7, Series 66, Customer Relations, Management and more, Ken Jones contributes valuable insights to the industry. Ken Jones has 5 emails and 1 mobile phone number on RocketReach.
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