Ashlea Kay Jones

Employer firm

Prime Capital Financial CRD 288712

$39.1B regulatory AUM 1,816 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2010 → 02/2019
  Cns Corporation
  Kansas City, MO
• 05/2010 → 10/2021
  N.I.S Financial Services, Inc.
  Kansas City, MO
• 05/2010 → 10/2021
  Ozark National Life Ins.
  Lee's Summit, MO
• 10/2021 → Present
  Private Client Services
  Hiawatha, IA
• 10/2021 → Present
  Prime Capital Investment Advisors, Llc
  Overland Park, KS

Other Businesses

1) Prime Capital Investment Advisors, LLC. 6201 College Blvd, Ste 150, Overland Park, KS 66211. Sale/service of fee based asset management services. 160 hrs/mo; 140 during trading hrs. 2) PCRM, LLC doing business as Prime Capital Risk Management, investment-related, 6201 College Blvd., Suite #150, Overland Park, KS 66211, fixed-insurance products, insurance agent, 02/2022, 1hrs./mo., 10 hrs., sale and service of fixed-insurance products, including through non-affiliated Insurance Marketing Organizations (IMOs)

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-03
• S63 Uniform Securities Agent State Law Examination
  2010-10-26

Other Names

• Ahlea Kay Kleitsh
• Ashlea Kay Kleitsh
• Ashlea Kay Kleitsch