Kaitlyn Michelle Jones
Investment adviser representative at UBS Financial Services Inc.
18 yearsExperience
3 statesRegistered in
$915.8BFirm assets
55 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- UBS Financial Services Inc.Mar 2022 to now
- Volkswagen of Lee's SummitApr 2021 to Mar 2022
- Warrensburg Christian SchoolMar 2020 to May 2020
- Public Partnerships LLCNov 2017 to Apr 2021
- Missouri Army National GuardFeb 2016 to Dec 2020
- Hallmark Gold CrownMay 2015 to Mar 2020
- Grain Valley School DistrictNov 2008 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (CA, KS, MO).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 7513204
- Firm CRD
- 8174