Unclaimed
Aaron N. Jones is a financial professional with over 12 years of experience in the industry. Aaron has a strong background in financial planning and investment management, and is committed to providing personalized advice to help clients achieve their financial goals. Aaron is a Registered Representative with Eagle Strategies LLC, and is also licensed to provide investment advisory services in Georgia and Mississippi. Aaron holds the Series 6, 7, 26, and 63 securities licenses as well as the SIE certification. He is also a Chartered Financial Consultant. Aaron is passionate about helping clients make informed financial decisions and believes in building strong relationships based on trust and transparency.
SOUTHAVEN, MS
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MS
01/06/2024 - Present
Eagle Strategies LLC (SOUTHAVEN MS)
BC
Issued 2/6/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/16/2018
Series 7 - General Securities Representative Examination
BC
Issued 8/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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