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Alan Richard Jones

Blaylock VAN, LLC

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About Alan Richard Jones

Alan Richard Jones is a financial advisor with over 30 years of experience in the securities industry. He is currently registered with Blaylock Van, LLC and holds Series 7, 24, 63, and SIE licenses. Previously, Alan held positions with Aladdin Capital LLC, Utendahl Capital Group, LLC, Utendahl Capital Partners, L.P., New Harbor Capital Inc, Morgan Stanley Market Products Inc., Morgan Stanley & Co., Incorporated, and Salomon Brothers Inc. Alan is registered with the state of California and Florida.

Firm Information

Alan Jones is currently registered with Blaylock VAN, LLC. Blaylock VAN, LLC is a Limited Liability Company formed on March 26, 2007. It is registered with the SEC and in 32 states.

Not reported

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Alan Jones’s Registration & Firm History

NY

08/01/2011 - Present

Blaylock VAN, LLC (NEW YORK NY)

CT

01/21/2010 - 08/04/2011

ALADDIN CAPITAL LLC (STAMFORD CT)

NY

03/28/2008 - 01/04/2010

UTENDAHL CAPITAL GROUP, LLC (NEW YORK NY)

NY

03/28/2008 - 01/04/2010

UTENDAHL CAPITAL PARTNERS, L.P. (NEW YORK NY)

NY

01/14/2002 - 03/31/2008

NEW HARBOR CAPITAL INC (NEW YORK NY)

NY

07/25/1987 - 02/06/2000

MORGAN STANLEY MARKET PRODUCTS INC. (NEW YORK NY)

NY

03/07/1985 - 02/06/2000

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NA

11/25/1981 - 03/01/1985

SALOMON BROTHERS INC.

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Licenses & Designations

BC

Issued 12/02/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/09/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/1982

Series 5 - Interest Rate Options Examination

BC

Issued 11/21/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alan Richard Jones.
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