Keisha
Smith-Jones

Money Concepts Capital Corp

CRD#5038637
Investment Advisor
in Columbus, OH

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About this Advisor

Keisha Smith-Jones is a financial advisor based in Columbus, Ohio, working with Money Concepts Capital Corp. Keisha has previously held positions at Nationwide Securities, LLC, Nationwide, Millennium Brokerage Group, and Money Concepts Capital Corp. Keisha has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Keisha is part of Money Concepts Capital Corp, which operates out of Columbus, Ohio. The firm has 24 offices and 407 employees. The firm manages assets totaling $2.9 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 institutional clients, and other services. The fee structure at Money Concepts Capital Corp includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

81 Mill Street Suite 300
Columbus, OH 43230

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Money Concepts Capital Corp Brokerage Details

Total Assets Under Management

$2,904,017,021

OH Average: $1,855,561,029
Total Number of Employees

407

OH Average: 62
Total Number of Accounts

14,363

OH Average: 2,474
Average Account Size

$202,187

OH Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Keisha Smith-Jones Work History

2019 - Present (6 years)

Money Concepts Capital Corp

2013 - Present (12 years)

Millennium Brokerage Group

2013 - 2019 (6 years)

Nationwide Securities, LLC

2013 - 2019 (6 years)

Nationwide

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Keisha Smith-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 Money Concepts Advisory Service

Michael Denison
Palm Beach Gardens, FL
Samuel Osborne
Fullerton, CA
Timothy Kovalchick
Palm Beach Gardens, FL
Joshua Branham
Palm Beach Gardens, FL
Aaron Alexander
Corpus Christi, TX
Paul Apodaca
Palm Beach Gardens, FL
Stephen Dudzinski
Palm Beach Gardens, FL
Barry Marsolais
Palm Beach Gardens, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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