Jon
Kerby
Tcfg Investment Advisors, LLC
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About this Advisor
Jon Kerby is a financial advisor who works out of Laguna Niguel, California with a total of 9 years of relevant experience. Kerby currently works for Tcfg Investment Advisors, LLC. Throughout their career, Kerby has worked at National Planning Corp, Kerby Financial Services Inc, The Planners Network, Inc, Jon Alan Kerby, Tcfg Wealth Management, LLC, Tcfg Insurance Solutions, LLC and Tcfg Investment Advisors, LLC. Kerby holds a Series 63 license, qualifying them as a securities representative, and is approved to serve investors in California, Colorado, Georgia, Illinois, Massachusetts and Michigan. Tcfg Investment Advisors, LLC is a financial advisory firm that has its headquarters in Laguna Niguel, CA. It has offices in 25 locations and a total of 33 employees. It administers $451 million in assets under management across its 2,294 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 2,294 customer accounts, just 5% are held by high-net-worth clients who have at least $1 million in assets. Tcfg Investment Advisors, LLC has a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees vary depending on which services are offered. Fee types charged by Tcfg Investment Advisors, LLC most likely consist of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tcfg Investment Advisors, LLC Brokerage Details
$450,525,673
33
2,294
$196,393
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jon Kerby Work History
Jon has been registered as a financial advisor for 9 years.*
Tcfg Wealth Management, LLC
Tcfg Insurance Solutions, LLC
Tcfg Investment Advisors, LLC
Kerby Financial Services Inc
Jon Alan Kerby
The Planners Network, Inc
National Planning Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jon Kerby to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tcfg Investment Advisors, LLC
Laguna Niguel, CA
Camarillo, CA
Manitowoc, WI
La Habra, CA
Laguna Niguel, CA
Laguna Niguel, CA
Basalt, CO
Laguna Niguel, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
