Unclaimed Profile

Ashley Jo Webb

KINGSWOOD WEALTH ADVISORS, LLC·SAN DIEGO, California

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 66, Series 99TOClean record6 years registeredKINGSWOOD WEALTH ADVISORS, LLC

11440 W. BERNARDO COURT, SAN DIEGO, CA 92127CRD# 6609117Firm CRD# 288792

Profile Verification

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

Identity

Ashley Jo Webb · SAN DIEGO, CA

Registration

CRD #6609117 · KINGSWOOD WEALTH ADVISORS, LLC · 6 years registered

Brand Profile

Not yet started

Career History

KINGSWOOD WEALTH ADVISORS, LLC

Jan 2021 – present

KINGSWOOD CAPITAL PARTNERS, LLC

Jan 2021 – present

BENCHMARK ADVISORY SERVICES, LLC

Nov 2019 – Dec 2022

Stockbridge, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 66

Series 99TO

Registration record

First registered · November 4, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KINGSWOOD WEALTH ADVISORS, LLC

CRD 288792 · SEC 801-110755

AUM

$1.0B

Regulatory assets under management

Employees

4,527 client accounts

Services offered by KINGSWOOD WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KINGSWOOD WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Ashley Jo Webb offer?

Ashley Jo Webb specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Ashley Jo Webb's credentials?

Ashley Jo Webb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ashley Jo Webb located?

Ashley Jo Webb is based in SAN DIEGO, California, working with KINGSWOOD WEALTH ADVISORS, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Ashley Jo Webb charge for services?

Ashley Jo Webb's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KINGSWOOD WEALTH ADVISORS, LLC?

KINGSWOOD WEALTH ADVISORS, LLC has approximately 80 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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