Jennifer
Easley

Kms Financial Services, Inc

CRD#1200412
Investment Advisor
in Seattle, WA
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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

Series 63, Certified Financial Planner

Years of Experience

36 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

1411 4Th Ave Suite 1501
Seattle, WA 98101

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Kms Financial Services, Inc Brokerage Details

Total Assets Under Management

$6,400,114,753

WA Average: $3,566,627,242
Total Number of Employees

419

WA Average: 46
Total Number of Accounts

29,380

WA Average: 1,499
Average Account Size

$217,839

WA Average: $2,379,338

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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.

1983 - Present (36 years)

Kms Financial Services, Inc

1982 - Present (37 years)

Mark/Hanson & Associates

Disclosures

Jennifer Easley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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