Kristie Kostopulos Jones
Investment adviser representative at Regions Investment Management, Inc.
18 yearsExperience
1 stateRegistered in
$20.1BFirm assets
40 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Regions Investment Management, Inc.Jan 2008 to now
- Morgan Asset Management, Inc.Jan 2008 to now
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (AL).
Regions Investment Management, Inc.
$20.1BAssets managed
0Clients
4Advisers
40 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
- 4154426
- Firm CRD
- 111715