Kim E. Jones
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kim Eisaquirre Jones, CFP®, who also goes by Kim Eisaquirre, was a registered financial professional .
Kim is a previously registered financial professional and started their career in finance in 1985. Kim had worked at 5 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 17, 2004 - April 3, 2018
JONES STRATEGIC FINANCIAL PLANNING LLC
March 10, 2003 - May 16, 2003
LPL FINANCIAL LLC
March 10, 2003 - May 16, 2003
LPL FINANCIAL LLC
November 27, 2002 - December 11, 2002
CITISTREET EQUITIES LLC
February 2, 1993 - July 2, 2002
INVESCO DISTRIBUTORS, INC.
November 20, 1985 - December 31, 1990
CETERA ADVISORS LLC
State Registrations and Notice Filings
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Exams
Current Firm
JONES STRATEGIC FINANCIAL PLANNING LLC
CRD#: 131180 / SEC#:
Contact information
Red Flags
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