KJ
Kirk C. Jones
WESTERN WEALTH MANAGEMENT LLC
Greenwood Village, CO 80111
Some features on this profile are disabled
CRD#: 4621811
KJ
Professional summary
Kirk Cameron Jones, who also goes by K.c. Jones, is a registered financial advisor currently at WESTERN WEALTH MANAGEMENT LLC located in Greenwood Village, Colorado and LPL FINANCIAL LLC located in Golden, Colorado.
Kirk is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Kirk has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
K.c. Jones
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.
1. 11/07/2012: Touchdown Radio - Radio - Not Investment Related - At Reported Business Location(s) - 5% Time Spent - reporting for college football 2. 12/16/2015: Canes Tavern - Business Entity For Tax/Investment Purposes Only - Investment Related - 2768 Day Ave #3 Miami, FL 33133 - Start 10/01/2013 - 4 Hr/Mo; 0 Hour(s) During Securities Trading - Account for investment purposes 3. 12/16/2015: Jonesnation LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 2768 Day Ave #3 Miami, FL 33133 - Start 01/01/2015 - 4 Hr/Mo; 0 Hour(s) During Securities Trading - Brokerage and Advisory Income 4. 10/05/2016: Buddhacast - Outside/W-2 Employment - Not Investment Related - Hard Rock Stadium, Miami, FL - Start 09/03/2016 - 12 Hr/Mo; 0 Hour(s) During Securities Trading - University of Miami Football Pregame Radio Co-Host. 5. 11/16/2017 - Buddhacast, LLC - Not Investment Related - DENVER BRONCOS FOOTBALL CLUB, 13655 E Broncos Pkwy, Englewood, CO 80112 - Other-Broadcasting - Color Analyst - Start Date 11/01/2017 - 6 Hours Per Month/0 During Securities Trading. 6. 6/26/2018 - Western Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 01/18/2018 - 40 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through Western Wealth Management, LLC., an independent investment advisor firm. I started this business activity in Jan 2018. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 10/11/2018 - Ash Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/06/2018 - 2 Hours Per Month/0 Hours During Securities Trading. 8. 10/11/2018 - CUNA Mutual Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 10/04/2018 - 4 Hours Per Month/1 Hour During Securities Trading. 9. 05/21/2019 - Five Rings Financial - Investment related - At reported business location(s) - Non-Variable Insurance - start date:05/13/2019 - 20 hrs/mo - 1 hr during trading. 10. 10/26/2020 - Pacific Life Insurance Company - Investment Related - 700 Newport Center Drive, Newport Beach, CA 92660-6397 - Non-Variable Insurance - Started 10/01/2020 - 4 Hours Per Month During Securities Trading. 11. 01/31/2022 - Jonesnation LLC Pension Plan - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 01/26/2022 - 1 Hour Per Month/0 Hours During Securities Trading. 12. 02/22/2022 - Camp Gold - Not Investment Related - At Reported Business Location(s) - Other - Business Owner - Investor - Start Date - 01/12/2022 - 1 Hours Per Month/0 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Kirk Cameron Jones'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®
NoneExperience
Current
January 22, 2018 - Present
WESTERN WEALTH MANAGEMENT LLC
Office #1: 6000 Greenwood Plaza Blvd Suite 100, Greenwood Village, CO 80111RIA
CRD#: 283545
Greenwood Village, CO
Current
September 8, 2009 - Present
LPL FINANCIAL LLC
Office #1: 14143 Denver West Pkwy Ste 450, Golden, CO 80401RIA
BD
CRD#: 6413
Golden, CO
Past
November 12, 2009 - November 17, 2017
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
MIAMI, FL
Past
September 8, 2009 - March 18, 2010
LPL FINANCIAL LLC
RIA
CRD#: 6413
GREENWOOD VILLAGE, CO
Past
April 25, 2008 - September 23, 2009
MUTUAL SERVICE CORPORATION
RIA
CRD#: 4806
DELRAY BEACH, FL
Past
March 31, 2008 - September 8, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
DELRAY BEACH, FL
Past
October 14, 2005 - April 2, 2008
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
BOCA RATON, FL
Past
October 10, 2005 - April 2, 2008
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
BOCA RATON, FL
Past
March 5, 2003 - October 5, 2005
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
MIAMI, FL
Past
February 21, 2003 - October 5, 2005
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
WESTERN WEALTH MANAGEMENT LLC
ADVANCED DIVORCE SOLUTIONS, LLC | WOODLAKE WEALTH MANAGEMENT | WHITSELL FINANCIAL PARTNERS | WHITE HAWK WEALTH MANAGEMENT | WESTERN WEALTH MANAGEMENT LLC | WESTERN WEALTH ADVISORS, TEXAS | WESTERN WEALTH ADVISORS | VALOR PRIVATE CAPITAL | TRUE NORTH PARTNERS | SUMMIT FINANCIAL GROUP | SENTINEL WEALTH MANAGEMENT | ROCKY MOUNTAIN WEALTH MANAGEMENT | RETIRE BY DESIGN GROUP | QUO VADIS FINANCIAL PARTNERS | PEAKS INTEGRITY WEALTH MANAGEMENT LLC | PEAK WEALTH ADVISORS | PEAK ONE FINANCIAL | PALADIN WEALTH MANAGEMENT, LLC | OAKCREST INVESTMENT SERVICES | NEW WEST ADVISORS | NEW HORIZONS FINANCIAL CONSULTANTS | MULBERRY WEALTH MANAGEMENT | MONARCH ADVISORY GROUP | MAKKAI CAPITAL MANAGEMENT | MAJESTIC WEALTH MANAGEMENT, LLC | MAIN GATE ASSET MANAGEMENT LLC | LONGVIEW WEALTH STRATEGIES | LIVING YOUR WEALTH | KEYSTONE FINANCIAL SERVICES | KENNEBEC WEALTH MANAGEMENT | JUMET FINANCIAL LLC | JACKSON FINANCIAL MANAGEMENT | INVESTMENT CENTER LOCATED AT CREDIT UNION OF COLORADO | INVESTMENT & RETIREMENT CENTER LOCATED AT CREDIT UNION OF DENVER | INVESTMENT & RETIREMENT CENTER LOCATED AT AIR ACADEMY FEDERAL CREDIT UNION | INTEGRATED WEALTH STRATEGIES | INTEGRATED FINANCIAL WELLNESS | HOLLAND FINANCIAL INC. | HASSON FINANCIAL | GRENADIER FINANCIAL | GAIA WEALTH MANAGEMENT | FRONT RANGE WEALTH MANAGEMENT | FORWARD FINANCIAL STRATEGIES | FORTUNATE FAMILY OFFICES | FORTUNATE FAMILY OFFICE | FLEMING FINANCIAL MANAGEMENT | FINANCIAL PLANNING CONCEPTS | FAIRLEY WEALTH MANAGEMENT | EZZELL FINANCIAL GROUP | EXPLORENT WEALTH MANAGEMENT | DURANGO FINANCIAL PLANNING | DURABLE WEALTH MANAGEMENT | DIVIDEND WEALTH ADVISORS | DESTINATION INVESTMENT STRATEGIES | DELOIA WEALTH MANAGEMENT | DC & ASSOCIATES, INC. ADVANCED FINANCIAL SOLUTIONS | DC & ASSOCIATES, INC. | D. FRANK & ASSOCIATES | CORNERSTONE WEALTH MANAGEMENT | COMPASS BENEFIT PARTNERS | CLEARFOCUS WEALTH ADVISORS | CENTRAL PARK PRIVATE WEALTH MANAGEMENT | CASTLE ROCK PRIVATE WEALTH LLC | CASTLE PINES WEALTH MANAGEMENT GROUP | BUSINESS AND PERSONAL FINANCE, LTD. | BUSINESS & PERSONAL FINANCE LTD | BLANCHARD WEALTH MANAGEMENT | BILLOWS FINANCIAL | BEDFORD WEALTH ADVISORS | ARROW WEALTH MANAGEMENT | APRISENT FINANCIAL GROUP | ALPHA INVESTMENT STRATEGIES | ALLOCATED FINANCIAL PLANNING | AFFINITY WEALTH MANAGEMENT GROUP
CRD#: 283545 / SEC#: 801-107762
RIA
Registered Investment Advisory firm - (5/31/2016 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/8/2009)
RR
Arizona(9/8/2009)
RR
California(9/8/2009)
RR
Colorado(9/8/2009)
IAR
Colorado(1/22/2018)
RR
Florida(9/8/2009)
RR
Georgia(9/8/2009)
RR
Idaho(5/2/2013)
RR
Illinois(9/8/2009)
RR
Indiana(1/11/2024)
RR
Massachusetts(9/8/2009)
RR
Michigan(9/8/2009)
RR
Minnesota(9/8/2009)
RR
New Jersey(9/8/2009)
RR
New York(9/8/2009)
RR
North Carolina(1/5/2011)
RR
Ohio(9/8/2009)
RR
Oklahoma(12/2/2009)
RR
Oregon(9/8/2009)
RR
Pennsylvania(9/8/2009)
RR
Rhode Island(1/5/2011)
RR
South Carolina(7/15/2010)
RR
Texas(9/8/2009)
RR
Utah(7/11/2013)
RR
Virginia(9/8/2009)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WW
WESTERN WEALTH MANAGEMENT LLC
ADVANCED DIVORCE SOLUTIONS, LLC | WOODLAKE WEALTH MANAGEMENT | WHITSELL FINANCIAL PARTNERS | WHITE HAWK WEALTH MANAGEMENT | WESTERN WEALTH MANAGEMENT LLC | WESTERN WEALTH ADVISORS, TEXAS | WESTERN WEALTH ADVISORS | VALOR PRIVATE CAPITAL | TRUE NORTH PARTNERS | SUMMIT FINANCIAL GROUP | SENTINEL WEALTH MANAGEMENT | ROCKY MOUNTAIN WEALTH MANAGEMENT | RETIRE BY DESIGN GROUP | QUO VADIS FINANCIAL PARTNERS | PEAKS INTEGRITY WEALTH MANAGEMENT LLC | PEAK WEALTH ADVISORS | PEAK ONE FINANCIAL | PALADIN WEALTH MANAGEMENT, LLC | OAKCREST INVESTMENT SERVICES | NEW WEST ADVISORS | NEW HORIZONS FINANCIAL CONSULTANTS | MULBERRY WEALTH MANAGEMENT | MONARCH ADVISORY GROUP | MAKKAI CAPITAL MANAGEMENT | MAJESTIC WEALTH MANAGEMENT, LLC | MAIN GATE ASSET MANAGEMENT LLC | LONGVIEW WEALTH STRATEGIES | LIVING YOUR WEALTH | KEYSTONE FINANCIAL SERVICES | KENNEBEC WEALTH MANAGEMENT | JUMET FINANCIAL LLC | JACKSON FINANCIAL MANAGEMENT | INVESTMENT CENTER LOCATED AT CREDIT UNION OF COLORADO | INVESTMENT & RETIREMENT CENTER LOCATED AT CREDIT UNION OF DENVER | INVESTMENT & RETIREMENT CENTER LOCATED AT AIR ACADEMY FEDERAL CREDIT UNION | INTEGRATED WEALTH STRATEGIES | INTEGRATED FINANCIAL WELLNESS | HOLLAND FINANCIAL INC. | HASSON FINANCIAL | GRENADIER FINANCIAL | GAIA WEALTH MANAGEMENT | FRONT RANGE WEALTH MANAGEMENT | FORWARD FINANCIAL STRATEGIES | FORTUNATE FAMILY OFFICES | FORTUNATE FAMILY OFFICE | FLEMING FINANCIAL MANAGEMENT | FINANCIAL PLANNING CONCEPTS | FAIRLEY WEALTH MANAGEMENT | EZZELL FINANCIAL GROUP | EXPLORENT WEALTH MANAGEMENT | DURANGO FINANCIAL PLANNING | DURABLE WEALTH MANAGEMENT | DIVIDEND WEALTH ADVISORS | DESTINATION INVESTMENT STRATEGIES | DELOIA WEALTH MANAGEMENT | DC & ASSOCIATES, INC. ADVANCED FINANCIAL SOLUTIONS | DC & ASSOCIATES, INC. | D. FRANK & ASSOCIATES | CORNERSTONE WEALTH MANAGEMENT | COMPASS BENEFIT PARTNERS | CLEARFOCUS WEALTH ADVISORS | CENTRAL PARK PRIVATE WEALTH MANAGEMENT | CASTLE ROCK PRIVATE WEALTH LLC | CASTLE PINES WEALTH MANAGEMENT GROUP | BUSINESS AND PERSONAL FINANCE, LTD. | BUSINESS & PERSONAL FINANCE LTD | BLANCHARD WEALTH MANAGEMENT | BILLOWS FINANCIAL | BEDFORD WEALTH ADVISORS | ARROW WEALTH MANAGEMENT | APRISENT FINANCIAL GROUP | ALPHA INVESTMENT STRATEGIES | ALLOCATED FINANCIAL PLANNING | AFFINITY WEALTH MANAGEMENT GROUP
CRD#: 283545 / SEC#: 801-107762
RIA
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Contact information
Main Address
14143 Denver Pkwy., Ste 450, Golden, CO 80401
Mailing Address
Phone number
(303) 393-2404
Established
Firm type
Fiscal year end
# of Employees
91
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 15,250 |
| AUM (Assets Under Management) | $ 3,944,223,085 |
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.
