Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Matthew Jones is a securities professional with over 10 years of experience in the financial services industry. Alan currently holds a Series 7, Series 24, and Series 63 licenses, and is registered with FINRA and in 53 states. Alan is currently employed by Franklin Distributors, LLC, a broker-dealer registered with the SEC. Previously, Alan worked for BlackRock Investments, LLC and BlackRock Execution Services, LLC. Alan holds a Bachelor's Degree in Economics from the University of Pennsylvania.
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.
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.
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2
NY
08/30/2018 - Present
Franklin Distributors, LLC (NEW YORK NY)
NY
03/19/2010 - 06/14/2018
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
NY
04/09/2008 - 03/19/2010
BLACKROCK EXECUTION SERVICES (NEW YORK NY)
OH
06/08/2007 - 03/26/2008
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
BC
Issued 06/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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