Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Jones is an investment professional with over 15 years of experience in the financial services industry. Adrian is currently registered with J.p. Morgan Securities LLC. Prior to joining J.p. Morgan Securities LLC, Adrian was employed by Goldman Sachs & Co. LLC, HAPOALIM SECURITIES USA, INC., G-2 TRADING,LLC, and CITIGROUP GLOBAL MARKETS INC. Adrian specializes in providing investment advice and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and institutions. Adrian holds a variety of licenses and certifications, including Series 3, 7, 9, 10, 55, 63, 65, and 66. Adrian is also a registered investment advisor in the state of Florida and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
04/05/2024 - Present
J.p. Morgan Securities LLC (Miami FL)
FL
06/22/2017 - 10/31/2018
GOLDMAN SACHS & CO. LLC (MIAMI FL)
FL
07/30/2013 - 07/08/2015
HAPOALIM SECURITIES USA, INC. (MIAMI FL)
NY
11/12/2012 - 02/25/2013
G-2 TRADING,LLC (NEW YORK NY)
NY
10/04/2005 - 03/14/2012
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 04/02/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/11/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2017
Series 3 - National Commodity Futures Examination
BC
Issued 11/07/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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