Ashlea
Jones
Prime Capital Investment Advisors, LLC
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About this Advisor
Ashlea Jones is a financial advisor based in Hiawatha, Iowa, working with Prime Capital Investment Advisors, LLC. Ashlea has previously held positions at Cns Corporation, N.I.S Financial Services, Inc, Ozark National Life Ins, Private Client Services, and Prime Capital Investment Advisors, LLC. Ashlea has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa, Kansas, and Texas. Currently, Ashlea is part of Prime Capital Investment Advisors, LLC, which operates out of Hiawatha, Iowa. The firm has 70 offices and 353 employees. The firm manages assets totaling $24.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Prime Capital Investment Advisors, LLC includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prime Capital Investment Advisors, LLC Brokerage Details
$24,362,866,552
353
30,635
$795,262
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Ashlea Jones Work History
Private Client Services
Prime Capital Investment Advisors, LLC
Cns Corporation
N.I.S Financial Services, Inc
Ozark National Life Ins
Disclosures
Please visit the SEC profile of Ashlea Jones 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 Prime Capital Investment Advisors, LLC
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
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