Jon K. Pinkston

BLUE KAYAK PARTNERS

Franklin, TN

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CRD#: 2959456

Professional summary

Jon Kenneth Pinkston is a registered financial advisor currently at BLUE KAYAK PARTNERS located in Franklin, Tennessee.

Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jon has worked at 2 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Kenneth Pinkston's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 22, 2008 - Present

BLUE KAYAK PARTNERS

RIA

CRD#: 148258

Franklin, TN

Past

June 15, 2005 - December 31, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

KIRKLAND, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(9/22/2008)

IAR

Texas
(5/30/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/29/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/14/2005

General Securities Representative Examination

Current Firm

BLUE KAYAK PARTNERS

BLUE KAYAK PARTNERS | SYMMETRIA CAPITAL, LLC | SYMMETRIA CAPITAL | BLUE KAYAK PARTNERS, LLC

CRD#: 148258 / SEC#:

Tennessee

Registered Investment Advisory firm - (9/19/2008 Approved)

Texas

Registered Investment Advisory firm - (5/13/2024 Conditional Restricted)

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Contact information

Main Address

Franklin, TN

Mailing Address

188 Front Street Suite 116-4, Franklin, TN 37064

Phone number

(615) 844-3303

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	17
AUM (Assets Under Management)	$ 21,622,500

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jon K. Pinkston

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Kenneth Pinkston's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUE KAYAK PARTNERS

RAYMOND JAMES FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/29/2005

Series 7

Date: 6/14/2005

Current Firm

BLUE KAYAK PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUE KAYAK PARTNERS

TRUST BUT VERIFY

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