Kevin Jones
Advisor at Harmonic Investment Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Harmonic Investment Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Boise, ID
Credentials
CFA®, Series 63, Series 65
Industry experience
31 years
Kevin Jones is a CFA® charterholder with over 31 years of experience in the financial industry. He has worked at D.B. Fitzpatrick & Co., Inc. since 2006 and has been associated with Icm Asset Management, Inc. since 1993. Jones is based in Boise, ID, and holds Series 63 and Series 65 licenses. Harmonic Investment Advisors is an independent firm providing discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm employs a value-oriented, research-driven approach across equity, fixed-income, and multi-asset strategies, managing approximately $18.9 million in discretionary assets.
Based on Harmonic Investment Advisors
$0 - $1,000,000: 0.75% annually for Small Cap Value, Large Cap Value, and All Cap Value Equity Strategies $1,000,000 - $2,000,000: $2,000,000+: Negotiable for amounts over $2,000,000 for all strategies $0 - $1,000,000: 0.40% annually for Core Flexible Duration Income Management Strategy $2,000,000+: Negotiable for amounts over $2,000,000 for Income Strategy $0 - $1,000,000: 0.75% annually for Fully Diversified Multi Asset Strategy
Account minimum: $100,000 minimum for equity strategies (Small Cap Value, Large Cap Value, All Cap Value); $300,000 minimum for Enhanced Income strategy; firm reserves right to waive minimums
Boise, ID
Idaho
D.B. Fitzpatrick & Co., Inc.
2006 - Present (20 years)
Icm Asset Management, Inc.
1993 - Present (33 years)
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