Kenneth
Jewell

Bks Retirement Services

CRD#2128735
Investment Advisor
in Tampa, FL

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About this Advisor

Kenneth Jewell is a financial advisor working out of Tampa, Florida who has 4 years of industry experience. Jewell is an advisor for Bks Retirement Services. Throughout their career, Jewell has worked at Fiduciary Partners Investment Consulting, LLC, Fiduciary Partners Retirement Group, Inc, Fiduciary Partners Group, LLC and Bks Financial Investments, LLC Dba Bks Retirement Services. Jewell maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in Florida, Louisiana and Texas. Bks Retirement Services is a financial advisory company that has its headquarters in Tampa, FL. The company has offices in four locations and a total of 10 people on staff. Bks Retirement Services performs a set of services, such as financial planning services and pension consulting services. Financial management fee schedules typically are based on which services the firm provides the client. Fee types charged by Bks Retirement Services can be comprised of any blend of hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Pension consulting services

Fee Structure

Hourly Charges, Fixed Fees, Others

Office Location

4211 W. Boy Scout Blvd Suite 800
Tampa, FL 33607

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Bks Retirement Services Brokerage Details

Total Number of Employees

10

FL Average: 62

Investment Advisory Services

  • Financial planning services
  • Pension consulting services

Kenneth Jewell Work History

Kenneth has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Bks Financial Investments, LLC Dba Bks Retirement Services

2019 - 2021 (2 years)

Bks Financial Investments, LLC Dba Bks Retirement Services

2007 - 2019 (12 years)

Fiduciary Partners Investment Consulting, LLC

2006 - 2019 (13 years)

Fiduciary Partners Retirement Group, Inc

1999 - 2019 (20 years)

Fiduciary Partners Group, LLC

*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 Kenneth Jewell 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 Bks Retirement Services

Donald Roberts
Tampa, FL
Michael Assaf
Tampa, FL
Kenneth Jewell
Tampa, FL
Gary Wilkins
Tampa, FL
Patrick Van Pelt
Tampa, FL
William Vanpelt
Houston, TX

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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