Kenneth James Alfonso
Investment adviser representative at Edward Jones
16 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Edward JonesOct 2020 to now
- Matvey Foundation Repair IncMay 2019 to Sep 2020
- Kennedy Catholic High SchoolAug 2017 to Apr 2020
- Edward JonesJul 2013 to May 2019
- Olympic View Swim ClubJul 2010 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2951706
- Firm CRD
- 250