Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Jones is a financial advisor with over 10 years of experience in the industry. Alexander is registered as an Investment Advisor Representative in Tennessee. Alexander currently works at Eudaimonia Partners, LLC, and Kingswood Wealth Advisors, LLC, where Alexander provides financial planning and portfolio management services. Alexander has previously worked at LPL FINANCIAL LLC and FIRST TENNESSEE BROKERAGE, INC. Alexander holds the Series 6, 7, 24, 63, and 65 licenses. Alexander also holds the SIE and is a Certified Financial Planner and Chartered Financial Consultant.
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.
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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2
TN
01/04/2022 - Present
Eudaimonia Partners, LLC (WINCHESTER TN)
TN
03/24/2011 - 12/31/2020
LPL FINANCIAL LLC (FRANKLIN TN)
TN
09/13/2010 - 03/16/2011
FIRST TENNESSEE BROKERAGE, INC. (NASHVILLE TN)
IA
Issued 12/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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