Unclaimed Profile

Kathryn Lynn Jones

WEDGEWOOD ASSET MANAGEMENT, LLC·REDONDO BEACH, California

Clean recordWEDGEWOOD ASSET MANAGEMENT, LLC

2015 MANHATTAN BEACH BLVD, REDONDO BEACH, CA 90278CRD# 1720440Firm CRD# 312054

Profile Verification

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

Identity

Kathryn Lynn Jones · REDONDO BEACH, CA

Registration

CRD #1720440 · WEDGEWOOD ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kathryn Lynn Jones is a registered financial advisor based in REDONDO BEACH, California, affiliated with WEDGEWOOD ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WEDGEWOOD ASSET MANAGEMENT, LLC

AUM

$188M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WEDGEWOOD ASSET MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1720440

Firm CRD# 312054

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathryn Lynn Jones offer?

Kathryn Lynn Jones specializes in Retirement Planning, Fee-Only Advisory. Contact their office in REDONDO BEACH, California for a consultation.

What are Kathryn Lynn Jones's credentials?

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

Where is Kathryn Lynn Jones located?

Kathryn Lynn Jones is based in REDONDO BEACH, California, working with WEDGEWOOD ASSET MANAGEMENT, LLC. Their office serves clients in the REDONDO BEACH metropolitan area and surrounding communities.

How does Kathryn Lynn Jones charge for services?

Kathryn Lynn Jones's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEDGEWOOD ASSET MANAGEMENT, LLC?

WEDGEWOOD ASSET MANAGEMENT, LLC has approximately 4 employees and manages $188M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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