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Charles Kevin Jones

LPl Financial LLC

Falls Church, VA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-05-01
  • VA RA
    APPROVED
    Since 2025-05-01

Branch Locations

7389 Route 29 Ste 103, Falls Church, VA 22042 • 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
C. Kevin Jones Arlington VA 06/1986 Present
H. Beck, Inc. Rockville MD 01/1995 03/2021
Grove Point Advisors, Llc Rockville MD 04/2021 05/2025
Grove Point Investments, Llc Rockville MD 04/2021 05/2025
Yorktown High School - Arlington County Public Schools Arlington VA 09/2023 Present
Lpl Financial Llc Falls Church VA 05/2025 Present
  • 06/1986 → Present
    C. Kevin Jones
    Arlington, VA
  • 01/1995 → 03/2021
    H. Beck, Inc.
    Rockville, MD
  • 04/2021 → 05/2025
    Grove Point Advisors, Llc
    Rockville, MD
  • 04/2021 → 05/2025
    Grove Point Investments, Llc
    Rockville, MD
  • 09/2023 → Present
    Yorktown High School - Arlington County Public Schools
    Arlington, VA
  • 05/2025 → Present
    Falls Church, VA
Previous Registrations
  • 2021-04-01 → 2025-05-01
    Grove Point Advisors, Llc
    Rockville, MD
    Rockville, MD
    Falls Church, VA
  • 1999-03-08 → 2021-04-01
    Grove Point Investments, Llc
    Rockville, MD
    Falls Church, VA
    Falls Church, VA
Other Businesses

1. 05/2025- Jones, Mead and Associates- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 06/02/1986- 5 Hours Per Month- 5 Hours During Trading 2. 05/2025- Arlington County Public Schools- Coach/ Sports/ Fitness- Not INV Related- At ARLINGTON, VA - Start date 09/14/2023- 15 Hours Per Month- 10 Hours During Trading 3. 05/2025- Jones, Mead and Associates- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 09/14/2023- 15 Hours Per Month- 10 During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-18
S63 Uniform Securities Agent State Law Examination 1986-08-11
  • S65 Uniform Investment Adviser Law Examination
    1998-08-18
  • S63 Uniform Securities Agent State Law Examination
    1986-08-11
Designations
Other Names
  • C. Kevin Jones
  • Charles K Jones

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