Unclaimed Profile

Jon Alan Kerby

THE PLANNERS NETWORK, INC.·TEMECULA, California

SIE, Series 6, Series 7, Series 24, Series 63Clean record22 years registeredTHE PLANNERS NETWORK, INC.

42145 LYNDIE LANE, TEMECULA, CA 92591CRD# 1325139Firm CRD# 108355

Profile Verification

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

Identity

Jon Alan Kerby · TEMECULA, CA

Registration

CRD #1325139 · THE PLANNERS NETWORK, INC. · 22 years registered

Brand Profile

Not yet started

Career History

TCFG INVESTMENT ADVISORS, LLC

Jan 2014 – present

THE PLANNERS NETWORK, INC.

Feb 2013 – Aug 2013

ESCONDIDO, CA

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Jan 2005 – Aug 2013

ESCONDIDO, CA

MARK H. HULL RIA

Sep 2003 – Dec 2005

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · September 3, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE PLANNERS NETWORK, INC.

CRD 108355 · SEC 801-60247

AUM

$109M

Regulatory assets under management

Employees

500 client accounts

Services offered by THE PLANNERS NETWORK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PLANNERS NETWORK, INC. →

Introduction

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Frequently Asked Questions

What services does Jon Alan Kerby offer?

Jon Alan Kerby specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TEMECULA, California for a consultation.

What are Jon Alan Kerby's credentials?

Jon Alan Kerby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jon Alan Kerby located?

Jon Alan Kerby is based in TEMECULA, California, working with THE PLANNERS NETWORK, INC.. Their office serves clients in the TEMECULA metropolitan area and surrounding communities.

How does Jon Alan Kerby charge for services?

Jon Alan Kerby'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 THE PLANNERS NETWORK, INC.?

THE PLANNERS NETWORK, INC. has approximately 11 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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