Spencer
Jones
Atwood & Palmer, Inc
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About this Advisor
Spencer Jones is a chartered financial analyst working out of Kansas City, Missouri with 17 years of relevant experience. Jones works at Atwood & Palmer, Inc. They have spent all of their employment at Atwood & Palmer, Inc. Jones holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Missouri. Atwood & Palmer, Inc is a financial advisory business that has its headquarters in Kansas City, MO. It oversees $1 billion in assets between its 458 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm advises seven charities and foundations. Of its 458 customer accounts, 70% are held by high-net-worth clients who have more than $1 million in investable assets. Atwood & Palmer, Inc offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees vary depending on the financial services provided. However, fee types billed by Atwood & Palmer, Inc most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Atwood & Palmer, Inc Brokerage Details
$1,245,986,269
8
458
$2,720,494
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Spencer Jones Work History
Spencer has been registered as a financial advisor for 17 years.*
Atwood & Palmer, Inc
*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 Spencer 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 Atwood & Palmer, Inc
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
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