Unclaimed Profile

Matthew David Jones

K1 INVESTMENT MANAGEMENT LLC·MANHATTAN BEACH, California

Clean recordK1 INVESTMENT MANAGEMENT LLC

875 MANHATTAN BEACH BLVD, MANHATTAN BEACH, CA 90266-4911CRD# 6758148Firm CRD# 161953

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew David Jones · MANHATTAN BEACH, CA

Registration

CRD #6758148 · K1 INVESTMENT MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Matthew David Jones is a registered financial advisor based in MANHATTAN BEACH, California, affiliated with K1 INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

K1 INVESTMENT MANAGEMENT LLC

AUM

$15.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at K1 INVESTMENT MANAGEMENT LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6758148

Firm CRD# 161953

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew David Jones offer?

Matthew David Jones specializes in Retirement Planning. Contact their office in MANHATTAN BEACH, California for a consultation.

What are Matthew David Jones's credentials?

Matthew David Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew David Jones located?

Matthew David Jones is based in MANHATTAN BEACH, California, working with K1 INVESTMENT MANAGEMENT LLC. Their office serves clients in the MANHATTAN BEACH metropolitan area and surrounding communities.

How does Matthew David Jones charge for services?

Matthew David Jones's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is K1 INVESTMENT MANAGEMENT LLC?

K1 INVESTMENT MANAGEMENT LLC has approximately 80 employees and manages $15.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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