JF
Jonathon T. Fite
KMF INVESTMENTS MANAGEMENT
Denton, TX
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CRD#: 5475184
JF
Professional summary
Jonathon Troy Fite is a registered financial advisor currently at KMF INVESTMENTS MANAGEMENT, LLC located in Denton, Texas.
Jonathon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jonathon has worked at 1 firm and has passed the Series 65 exam.
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.
JONATHON FITE IS CURRENT EMPLOYED AS A PART-TIME ADJUNCT PROFESSOR AT BOTH THE UNIVERSITY OF NORTH TEXAS AND THE UNIVERSITY OF ARKANSAS. AT THESE TWO INSTITUTIONS, MR. FITE TEACHES AN OCCASIONAL CLASS AT EITHER THE MBA OR UNDERGRADUATE LEVEL IN TOPICS RELATED TO LOGISTICS AND SUPPLY CHAIN MANAGEMENT, VALUE INVESTING, CORPORATE FINANCE AND SHAREHOLDER VALUE ANALYSIS. THE NATURE OF THIS WORK IS NOT INVESTING RELATED PER SE, AS IT DOES NOT DIRECTLY IMPACT ANY PORTFOLIO MANAGEMENT ACTIVITIES WITHIN THESE UNIVERSITIES. LECTURE TOPICS DO INCLUDE INVESTING PRINCIPLES, APPROACHES AND MODELING TECHNIQUES. THE DUTIES OF THESE ROLES INCLUDE LECTURE CONTENT DEVELOPMENT, LECTURE DELIVERY, CASE AND EXAM GRADING, AND MENTORING. THE OTHER DETAILS OF EACH BUSINESS ACTIVITY ARE NOTED BELOW.
ADJUNCT PROFESSOR OF MARKETING AND LOGISTICS
ADJUNCT PROFESSOR OF FINANCE
UNIVERSITY OF NORTH TEXAS
1155 UNION CIRCLE #311277
DENTON, TEXAS 76203-5017
PHONE: (940) 565-2000
EMPLOYED SINCE: 2009
APPROX HOURS WORKED PER MONTH: 20
APPROX HOURS WORKED PER MONTH DURING TRADING HOURS: 0
ADJUNCT PROFESSOR OF SUPPLY CHAIN MANAGEMENT
ADJUNCT PROFESSOR OF OPERATIONS MANAGEMENT
UNIVERSITY OF ARKANSAS
WILLARD J. WALKER HALL 538
FAYETTEVILLE, AR 72701
PHONE: (479) 575-7334
EMPLOYED SINCE: 2012
APPROX HOURS WORKED PER MONTH: 20 (ONLY 1 SEMESTER PER YEAR)
APPROX HOURS WORKED PER MONTH DURING TRADING HOURS: 0
CRS (Client Relationship Summary) - RIA
Click below to view Jonathon Troy Fite'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
February 5, 2008 - Present
KMF INVESTMENTS MANAGEMENT, LLC
RIA
CRD#: 146210
Denton, TX
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
Texas(2/5/2008)
Current Firm
KI
KMF INVESTMENTS MANAGEMENT, LLC
KFM INVESTMENTS MANAGEMENT, LLC | KMF INVESTMENTS MANAGEMENT, LLC
CRD#: 146210 / SEC#:
Texas
Registered Investment Advisory firm - (2/1/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Denton, TX
Mailing Address
Phone number
(832) 754-8874
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 21 |
| AUM (Assets Under Management) | $ 93,000,000 |
Red Flags
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