Jolonda R. Field

FIELD CAPITAL MANAGEMENT

SANTA FE, NM 87505

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CRD#: 4454732

Professional summary

Jolonda Reed Field is a registered financial advisor currently at FIELD CAPITAL MANAGEMENT, LLC located in Santa Fe, New Mexico.

Jolonda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jolonda has worked at 1 firm and has passed the Series 65, Series 7 and Series 24 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 FIELD FIRM, P.C. NON INVESTMENT-RELATED 1468 S. ST. FRANCIS DRIVE SANTA FE, NM 87505 CPA PRACTICE PRESIDENT, SOLE SHAREHOLDER BUSINESS STARTED 6/18/2002 APPROXIMATELY 25 HOURS PER WEEK APPROXIMATELY 5 HOURS PER DAY DURING TRADING HOURS DUTIES INCLUDE MANAGEMENT, TAX PREPARATION AND CONSULTING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jolonda Reed Field'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

January 7, 2004 - Present

FIELD CAPITAL MANAGEMENT, LLC

Office #1: 1468 S. St. Francis Drive, Santa Fe, NM 87505

RIA

CRD#: 114229

SANTA FE, NM

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

New Mexico
(1/7/2004)

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

IAR

Series 65

Date: 8/17/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 7/19/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/11/2002

General Securities Principal Examination

Current Firm

FIELD CAPITAL MANAGEMENT, LLC

FIELD CAPITAL MANAGEMENT, LLC | HULTQUIST & FIELD, LLC

CRD#: 114229 / SEC#:

New Mexico

Registered Investment Advisory firm - (10/17/2001 Approved)

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Contact information

Main Address

1468 S. St. Francis Dr., Santa Fe, NM 87505

Mailing Address

Phone number

(505) 982-4901

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Jolonda R. Field

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jolonda Reed Field's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIELD CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/17/2001

Series 7

Date: 7/19/2002

Series 24

Date: 10/11/2002

Current Firm

FIELD CAPITAL MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

FIELD CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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