AJ

Ashlea Kay Jones

12 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
231 advisors
Number of Clients
19,012 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$30.1B

Fee Structure

Prime Capital Financial offers various fee structures depending on the service. Asset management fees are charged either as part of a wrap fee program (advisory and transaction costs combined) or on a transaction-based pricing model (advisory fees plus separate transaction costs). They also offer financial planning and business consulting services, the fees for which are not detailed in this brochure. Minimum investment amounts are required, but the specific amount is not stated in this brochure.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness Owners
Loading...

Advisor Information

Office location

1815 Boyson Rd, Hiawatha, IA, 52233

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Ashlea provides fee-based asset management services at Prime Capital Investment Advisors, dedicating full-time hours to this role. She is also an insurance agent at PCRM, LLC, selling fixed insurance products and dedicating minimal time to this activity.

Employment History
Current Registrations
Prime Capital Financial
October 2021 - Present · 4 yrs 3 mos
Previous Registrations
Private Client Services, LLC Broker
October 2021 - April 2022 · 6 mos
N.I.S. Financial Services, INC.Broker
June 2011 - December 2019 · 8 yrs 6 mos
State Registrations2 states
IAKS
Advisor
Exams
No exam information available for this advisor.
Ashlea Kay Jones - Financial Advisor | AdvisorDiscover