Unclaimed
Andrew Jones is a registered representative of LPL Enterprise, LLC and has been in the industry since 2013. Andrew has been registered with LPL Enterprise, LLC since December 2024. Andrew has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination and the Uniform Combined State Law Examination. Andrew has offices located in Mercer Island, WA.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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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WA
12/18/2024 - Present
LPL Enterprise, LLC (MERCER ISLAND WA)
Active
Inactive
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