Kari Jones Kirkley

Employer firm

Level Four Advisory Services CRD 134086

$6.54B regulatory AUM 98 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2016 → Present
  Level Four Financial, Llc
  Dallas, TX
• 12/2021 → Present
  Level Four Advisory Services
  Dallas, TX

Previous Registrations

• 2010-05-18 → 2015-07-20
  Ameriprise Financial Services, Llc
  Atlanta, GA
  Atlanta, GA
• 2010-05-12 → 2010-05-14
  Raymond James Financial Services Advisors, Inc
  Atlanta, GA
• 2009-01-02 → 2010-05-11
  Raymond James Financial Services Advisors, Inc
  Atlanta, GA
• 2005-06-15 → 2009-01-02
  Raymond James Financial Services, Inc.
  Atlanta, GA
  Atlanta, GA

Other Businesses

1. KIRKLEY INVESTMENT GROUP, LLC, INVESTMENT RELATED, DBA FOR INVESTMENT AND INSURANCE, 350 RIVERHILL DRIVE NW, ATLANTA, GA 30328, MANAGING MEMBER, INSURANCE AGENT, 40 HOURS PER MONTH/30 HOURS DURING TRADING. STARTED 4/2004 2. NOTARY PUBLIC, NON-INVESTMENT RELATED, 350 RIVERHILL DRIVE NW, ATLANTA, GA 30328, SERVICE PROVIDED FOR CLIENTS, SOLE PROPRIETORSHIP, <1 HOUR PER MONTH, 0 DURING TRADING. 3. ROTARY INTERNATIONAL / ROTARY CLUB OF BUCKHEAD, VOLUNTEER SERVICES WORK IN COMMUNITY, STARTED 5/2000, YOUTH EXCHANGE OFFICER, DEVOTE APPROXIMATELY 40 HOURS PER MONTH TO THIS ACTIVITY, 10 DURING SECURITIES TRADING HOURS, NOT INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2005-06-03
• S63 Uniform Securities Agent State Law Examination
  1999-04-21

Other Names

• Kari Lynn Jones
• Kari Lynn Kirkley