Kenneth Charles Jones

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 02/2016 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) LAFAYETTE LIFE INSURANCE COMPANY, 400 BROADWAY CINCINNATI OH, 4/2005, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 3 HR/YR 0 HR/TRADING 2) MODELLOGIC WILHELMINA, 2501 EAST BROAD STREET RICHMOND VA, 07/2014, AS TALENT, NIR, 2 HR/MO 1 HR/MO TRADING 3) MECHANICSVILLE CHRISTIAN CENTER. 8061 SHADY GROVE RD MECHANICSVILLE VA, 01/2014, MEMBER, CHURCH FINANCE COMMITTEE, 12 HR/YR 0 HR/MO TRADING 4) KEN JONES, 9114 FENWAY DR, RENTAL PROPERTY OWNER, MECHANICSVILLE VA, 12/2017. NIR, 1 HR/MO 0 HR/MO TRADING 5) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 02/2016, AS ADVISORY REP OF A RIA. INV REL, 80 HR/MO 80 HR/MO TRADING 6) EPHESIANS 2:10 LLC, 3900 WESTERRE PARKWAY SUITE 103 RICHMOND VA, 01/2021, OWNER, BUSINESS ENTITY, INV REL, 0 HR/YR 0 HR/TRADING 7) JONES INVESTMENT CONSULTING LLC, MECHANICSVIILLE VA 23116, 01/2021, OWNER/PARTNER, Single Member LLC set up for tax purposes, NIR, 1 HR/MO 0 HR/MO 8) ADVISORS EXCEL, 3900 WESTERRE PARKWAY RICHMOND VA, 11/2023, REFERRALS, MEDICARE, NIR, 1 HR/MO 1 HR/MO 9) FULL CIRCLE GRIEF CENTER, 10611 PATTERSON AVENUE RICHMOND VA, 08/2024, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO 1 HR/MO 10) THE LEGACY ADVISOR GROUP, 3900 WESTERRE PARKWAY SUITE 103 HENRICO VA, 10/2024, IAR, DBA, INV REL, 160 HR/MO 160 HR/MO TRADIING

Exams

• S66 Uniform Combined State Law Examination
  2015-10-23

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Ken Jones