Meet the Team
Ken jones | founder
Ken Jones is a strategic growth expert who helps RIAs, hybrid firms, and wealth management platforms scale through high-impact advisor recruiting and capital alignment.
With a career spanning over 30 years in the financial services industry, Ken specializes in uncovering unique opportunities at the intersection of human and financial capital.
As the Founder of Secure Wealth Partners, Ken focuses on connecting high-quality advisors—typically managing $50 million to $500 million+ in assets—with platforms where they can maximize enterprise value. Beyond recruiting, he serves as a strategic advisor on succession planning, growth capital, and minority equity liquidity, helping firms navigate complex transitions and value-enhancing outcomes.
Ken’s track record includes supporting transactions and placements representing approximately $3.9 billion in AUM and over $9 million in top-line revenue for partner firms.
Prior to founding Secure Wealth Partners, Ken held several senior leadership roles, including:
- Senior Vice President at National Financial Partners (NFP): Spent six years scaling business development and acquisition initiatives.
- Director of Field Development at Hornor, Townsend & Kent (HTK): Led advisor recruitment and growth strategies.
- Leadership Positions at Stratos Wealth Partners: Focused on M&A-driven growth and building key industry relationships.
Ken’s approach is defined by his ability to align incentives across stakeholders and execute growth strategies in an ever-evolving competitive landscape.
If you’re an advisor or firm owner ready to grow strategically, let’s talk.
KATY AIKEN | DIGITAL MARKETING MANAGER
As Digital Marketing Manager, Katy Aiken focuses on enriching the SWP brand through innovative digital marketing and social media techniques.
With a proficiency in talent attraction and a commitment to content creativity, she has spearheaded digital influencer campaigns that resonate with external audiences, leading to increased engagement and higher conversion rates.
Her role capitalizes on her previous experience at Edward Jones and Pacific Dental Services, where she honed her expertise in social media and content optimization to attract top talent.
The strategies Katy develops are informed by a holistic, human-centered approach, ensuring that content planning and execution meet the diverse hiring needs of the organization.
By partnering with cross-functional teams, she has successfully launched content that highlights the organization’s culture and values. Katy’s mission is to continue crafting stories that not only attract advisors but also foster genuine connections with the brand.
About Secure Wealth Partners
Your Partner in Strategic Growth
Ken founded Secure Wealth Partners because he saw a distinct gap in the RIA space. Firms managing $100M to $1B in AUM are frequently underserved—they outgrow traditional recruiters but aren't always the target for large-scale investment banks.
We step into that space, operating right at the intersection of advisor independence and middle-market M&A.
Whether your goal is navigating a seamless transition, recruiting elite talent, or structuring a complex acquisition, SWP brings the tailored, boutique expertise you need.
Let's discuss your next phase of strategic growth.
Our Focus
advisor recruiting
strategic solutions
advisor recruiting
Matching experienced advisors with firms aligned in culture, economics and growth strategy.
M&A Consulting
strategic solutions
advisor recruiting
Structuring and executing deals for firms between $50 million and $1+ billion in AUM.
strategic solutions
strategic solutions
strategic solutions
Providing insights on valuation, deal structure, and capital sourcing for independent wealth management firms.