Kms Financial Services, Inc
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About this Advisor
Jennifer Easley is a certified financial planner in Seattle, Washington. Currently an investment advisor with Kms Financial Services, Inc, Easley has a notable 36 years of professional experience. Easley maintains a Series 63 license, qualifying the advisor as a securities broker. Easley can work with clients based out of Arizona, Texas, Utah, Washington, California, Florida, Hawaii, Iowa, Oregon and Rhode Island. Over the course of their career, Easley has held roles at Kms Financial Services, Inc and Mark/Hanson & Associates. Kms Financial Services, Inc is based out of Seattle, Washington, and operates out of 371 other locations in the country. In aggregate, Kms Financial Services, Inc oversees $7 billion in assets throughout 26,740 client accounts and retains more than 368 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the country. The firm manages 20,467 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 20% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Kms Financial Services, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Kms Financial Services, Inc Brokerage Details
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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
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
Jennifer Easley Work History
Jennifer has 36 years of experience.
Kms Financial Services, Inc
Mark/Hanson & Associates
Jennifer Easley has no disclosures.
Please visit their SEC profile for more details.