Unclaimed Profile

Margaret Florence Jones

WCM, INC.·MINNEAPOLIS, Minnesota

SIE, Series 7, Series 24, Series 63, Series 65Clean record32 years registeredWCM, INC.

100 NORTH SIXTH STREET, MINNEAPOLIS, MN 55403CRD# 1433814Firm CRD# 104976

Profile Verification

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

Identity

Margaret Florence Jones · MINNEAPOLIS, MN

Registration

CRD #1433814 · WCM, INC. · 32 years registered

Brand Profile

Not yet started

Career History

JONES KERTZ & ASSOCIATES, INC.

Jan 1994 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 26, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JONES KERTZ & ASSOCIATES, INC.

CRD 104976 · SEC 801-112613

AUM

$181M

Regulatory assets under management

Employees

45 client accounts

Services offered by JONES KERTZ & ASSOCIATES, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at JONES KERTZ & ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Margaret Florence Jones offer?

Margaret Florence Jones specializes in Investment Management, Fee-Only Advisory. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Margaret Florence Jones's credentials?

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

Where is Margaret Florence Jones located?

Margaret Florence Jones is based in MINNEAPOLIS, Minnesota, working with WCM, INC.. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Margaret Florence Jones charge for services?

Margaret Florence 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 WCM, INC.?

WCM, INC. has approximately 4 employees and manages $181M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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