Advisor at Western Wealth Management LLC
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Firm
Western Wealth Management LLC
Location
Greenwood Village, CO 80111
Credentials
Series 66
Industry experience
23 years
Kirk Jones is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Western Wealth Management since 2018 and has prior experience with Independent Financial Partners and LPL Financial. Outside of his advisory role, Jones is involved in sports broadcasting, serving as a co-host for University of Miami football pregame radio and as a color analyst for the Denver Broncos. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 advisers, utilizing a range of investment strategies and products across discretionary and non-discretionary platforms.
Based on Western Wealth Management LLC
Based on Western Wealth Management LLC
Flat fees ranging from $100 to $10,000 for financial planning and consulting services; flat fees up to 2.5% of AUM may also be applied for portfolio management in certain circumstances.
$0+: Up to 3.0% annually for Comprehensive Portfolio Management (maximum) - negotiable and may be flat fee or percentage-based $10,000 - $249,999: Up to 2.5% annually for LPL Optimum Market Portfolios Program (OMP) $250,000+: Up to 2.5% annually for LPL Personal Wealth Portfolios Program (PWP) $10,000+: Up to 2.5% annually for LPL Model Wealth Portfolios Program (MWP) $50,000+: Up to 3.0% annually for LPL Manager Access Select Program (MAS) $100,000+: Up to 3.0% annually for LPL Manager Access Network (MAN) $5,000+: 1.4% annually for LPL Guided Wealth Portfolios Program (GWP)
Some IARs are registered representatives of LPL and may earn commissions on securities sales.
$100 to $1,000 per hour for financial planning and consulting services.
Account minimum: $5,000 Fee-only: Financial planning fees range from $100 to $10,000 flat fee; hourly fees range from $100 to $1,000 per hour; ongoing fees available with automatic renewals.
6000 Greenwood Plaza Blvd, Suite 100
Greenwood Village, CO 80111
Colorado
Western Wealth Management, LLC
2022 - Present (4 years)
Western Wealth Management, LLC
2018 - 2022 (4 years)
Buddhacast
2016 - Present (10 years)
Independent Financial Partners
2010 - 2018 (8 years)
LPL Financial, llc
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Skidmore Advisory Services, Inc.
CFP®, Series 65
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CFP®, Series 66
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Financial Solution Advisors Corp.
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