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JF

Jolonda R. Field

FIELD CAPITAL MANAGEMENT
SANTA FE, NM 87505
Some features on this profile are disabled
CRD#: 4454732
JF

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 advisor shows no other business activity.

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/17/2001
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 7/19/2002
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/11/2002
General Securities Principal Examination

Current Firm

FC
FIELD CAPITAL MANAGEMENT, LLC
FIELD CAPITAL MANAGEMENT, LLC | HULTQUIST & FIELD, LLC

CRD#: 114229 / SEC#:

New Mexico
Registered Investment Advisory firm - (10/17/2001 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

FIELD CAPITAL MANAGEMENT, LLC

CRD#: 114229Santa Fe, NM 87505

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