Kevin Lynn Jones
Investment adviser representative at Mwa Financial Services, Inc.
16 yearsExperience
1 stateRegistered in
ChFC®Designation
$640MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Mwa Financial Services Inc.Mar 2022 to now
- Modern Woodmen of AmericaMar 2022 to now
- Specialized Security ConsultantsJun 2020 to now
- Hornor Townsend & Kent LLCJul 2019 to Feb 2022
- Penn Mutual Life Insurance CompanyJul 2019 to Feb 2022
- Woodmen Financial Services, Inc.Oct 2017 to Jun 2019
- Woodmen of the World Life Insurance SocietySep 2017 to Jun 2019
- Mwa Finanacial Services Inc.Apr 2010 to Oct 2017
- Modern Woodmen of AmericaMar 2010 to Oct 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (TN).
Mwa Financial Services, Inc.
$640MAssets managed
2,012Clients
213Advisers
10 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
- 5785694
- Firm CRD
- 112630