JW
Jon K. Webb
WARREN AVERETT RIA
Birmingham, AL 35243
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CRD#: 7855524
JW
Professional summary
Jon Kevin Webb is a registered financial advisor currently at WARREN AVERETT RIA, LLC located in Birmingham, Alabama.
Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jon has worked at 1 firm .
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.
Warren Averett, LLC; 2500 Acton Road, Birmingham, AL 35243; not investment-related; accounting firm; Senior Manager; started 01/2002; approximately 173 hours per month, 140 hours during securities trading hours; tax compliance and estate planning duties.
CRS (Client Relationship Summary) - RIA
Click below to view Jon Kevin Webb'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 1, 2024 - Present
WARREN AVERETT RIA, LLC
Office #1: 2500 Acton Road, Birmingham, AL 35243RIA
CRD#: 317452
Birmingham, AL
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
Alabama(2/1/2024)
Exams
Current Firm
WA
WARREN AVERETT RIA, LLC
WARREN AVERETT RIA, LLC
CRD#: 317452 / SEC#:
Alabama
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Contact information
Main Address
2500 Acton Road, Birmingham, AL 35243
Mailing Address
Phone number
(205) 979-4100
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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Company Information
WARREN AVERETT RIA, LLC
CRD#: 317452Birmingham, AL 35243TRUST BUT VERIFY
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