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Kevin Lynn Jones

Mwa Financial Services Inc.

Lebanon, TN

CRD 5785694

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Employer firm

Mwa Financial Services Inc. CRD 112630

$640M regulatory AUM 51 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Mwa Financial Services Inc.

1701 1St Avenue, Rock Island, IL 61201 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2023-06-30
  • TN RA
    APPROVED
    Since 2023-06-30

Branch Locations

Lebanon, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Modern Woodmen Of America Rock Island IL 03/2010 10/2017
Mwa Finanacial Services Inc. Rock Island IL 04/2010 10/2017
Woodmen Of The World Life Insurance Society Omaha NE 09/2017 06/2019
Woodmen Financial Services, Inc. Omaha NE 10/2017 06/2019
Hornor Townsend & Kent Llc Horsham PA 07/2019 02/2022
Penn Mutual Life Insurance Company Horsham PA 07/2019 02/2022
Modern Woodmen Of America Rock Island IL 03/2022 Present
Mwa Financial Services Inc Rock Island IL 03/2022 Present
Specialized Security Consultants Mt Juliet TN 06/2020 Present
  • 03/2010 → 10/2017
    Modern Woodmen Of America
    Rock Island, IL
  • 04/2010 → 10/2017
    Mwa Finanacial Services Inc.
    Rock Island, IL
  • 09/2017 → 06/2019
    Woodmen Of The World Life Insurance Society
    Omaha, NE
  • 10/2017 → 06/2019
    Woodmen Financial Services, Inc.
    Omaha, NE
  • 07/2019 → 02/2022
    Horsham, PA
  • 07/2019 → 02/2022
    Penn Mutual Life Insurance Company
    Horsham, PA
  • 03/2022 → Present
    Modern Woodmen Of America
    Rock Island, IL
  • 03/2022 → Present
    Rock Island, IL
  • 06/2020 → Present
    Specialized Security Consultants
    Mt Juliet, TN
Previous Registrations
Other Businesses

1)Specialized Security Consultants noninv Mt Juliet TN Security services 6/2020 40noninv Armed security guard for professional sporting events.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-06-10
  • S63 Uniform Securities Agent State Law Examination
    2010-06-10
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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