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Alexander Jones

Kingswood Wealth Advisors, LLC

Franklin, TN

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Current Employers
Kingswood Wealth Advisors, Llc

11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-06-23
  • TN RA
    APPROVED
    Since 2025-06-23

Branch Locations

554 Franklin Rd, Franklin, TN 37069 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Franklin TN 03/2011 12/2020
Guardian Wealth Solutions, Inc. Franklin TN 01/2019 12/2021
Guardian Financial Franklin TN 06/2011 12/2021
Eudaimonia Partners, Llc Franklin TN 01/2022 Present
Kingswood Wealth Advisors Franklin TN 07/2024 Present
  • 03/2011 → 12/2020
    Franklin, TN
  • 01/2019 → 12/2021
    Guardian Wealth Solutions, Inc.
    Franklin, TN
  • 06/2011 → 12/2021
    Guardian Financial
    Franklin, TN
  • 01/2022 → Present
    Eudaimonia Partners, Llc
    Franklin, TN
  • 07/2024 → Present
    Kingswood Wealth Advisors
    Franklin, TN
Previous Registrations
  • 2022-01-04 → 2025-04-02
    Eudaimonia Partners, Llc
    Winchester, TN
    Franklin, TN
    Franklin, TN
  • 2019-02-21 → 2022-10-27
    Guardian Strategic Wealth Planners
    Franklin, TN
  • 2011-12-12 → 2020-03-18
    Franklin, TN
    Lakeway, TX
    Franklin, TN
Other Businesses

1. 12/26/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Notary - Started 09/16/2014 - 1 Hours Per Month During Securities Trading - Notary Public - Commission Expires 10/31/2021. 2. 12/10/2018 - Simplicity Life/Guardian Financial Group, Inc. - Not Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/16/2018 - 15 Hours Per Month/1 Hour During Securities Trading - Fixed insurance. 3. 3/12/2020 - Intrepid Management Inc/Guardian Management, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Owner and President - Started 02/28/2020 - 15 Hours Per Month/0 Hours During Securities Trading. 4. Aperio Path Software LLC- Not Investment Related - Address 554 Franklin Rd, Suite 105 Franklin TN 37069. (SaaS) Development of software for risk management and increasing enterprise value for business owners. - investor and minority owner - Alpha to start started November 2022. 10 hours per month / 0 hours during securities trading. 5. 09/15/2022 Guardian Tax Advisors LLC - Not Investment Related- At Reported Business Locations(s) - Firm to provide consulting on tax planning and tax strategies. Owner and officer - Started 10-2022 - 5 hours per month / 0 during trading hours. 6. 10-1-2022 Guardian Elite Services LLC - Not Investment Related - At reported Address - Firm to provide services to business owners in partnership with professional advisors. Owner and Officer - Started 11-1-2022. 5 hours per month / 0 hours during trading. Notary Public,Is Not Investment Related,"554 Franklin Rd, Suite 105, Franklin, TN, 37069, United States",Notary,N/A,9/16/2014,1 hours per month,0 hours per month during trading hours,No Compensation Compensation,Notary public commission expires 02/07/2026 "Guardian Financial Group Inc, Guardian SWP",Is Not Investment Related,"554 Franklin Rd, Suite 105, Franklin, TN, 37069, United States",Independent Insurance Brokerage,Owner,11/16/2018,20 hours per month,5 hours per month during trading hours,Commission Compensation,Non variable insurance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-09
S63 Uniform Securities Agent State Law Examination 2010-09-23
  • S65 Uniform Investment Adviser Law Examination
    2011-12-09
  • S63 Uniform Securities Agent State Law Examination
    2010-09-23
Designations
Other Names
  • Alex Walker Jones
  • Alexander Walker Jones

View on SEC IAPD

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