CJ
Colleen Jones
from Klingenstein Fields Advisors
Colleen Jones is a financial advisor based in New York, New York,
with 3 years of experience. Colleen currently works for
Klingenstein Fields Advisors.
Colleen maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Colleen Jones works at Klingenstein Fields Advisors
Klingenstein Fields Advisors is a financial advisor based in New York, New York. It currently has around $3,563,822,707 of assets under management and employs approximately 40 people. The main advice areas covered by Klingenstein Fields Advisors are: financial planning services, portfolio management for individuals and/or small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles and) and selection of other advisers. Klingenstein Fields Advisors uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
125 Park Avenue, Suite 1700, New York, New York, 10017