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Kathryn Lynn Jones

WEDGEWOOD ASSET MANAGEMENT, LLC·REDONDO BEACH, California
Unclaimed Profile
2015 MANHATTAN BEACH BLVD, REDONDO BEACH, CA 90278CRD# 1720440Firm CRD# 312054
01

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.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WEDGEWOOD ASSET MANAGEMENT, LLC
WEDGEWOOD ASSET MANAGEMENT, LLC
AUM
$188M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WEDGEWOOD ASSET MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1720440
Firm CRD# 312054
No disclosures on file
View on FINRA BrokerCheck →

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05

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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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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