Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Ernest Jones is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Andrew is an experienced advisor with over 35 years of experience in the securities industry, having first registered as an advisor in 1984. Andrew is licensed to provide investment advice in Oregon and Texas. Andrew also holds licenses for Series 6, 7, 8, 9, 10, 31, 63, and 66 securities exams, as well as the SIE exam. Andrew has also worked for Raymond James & Associates, Inc. and A. G. Edwards & Sons, Inc. Andrew's experience in the securities industry spans over 3 decades. Andrew also provides financial planning services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
01/13/2020 - Present
Stifel, Nicolaus & Company, Inc. (SALEM OR)
OR
05/25/2007 - 02/24/2009
RAYMOND JAMES & ASSOCIATES, INC. (SALEM OR)
OR
12/14/1987 - 05/29/2007
A. G. EDWARDS & SONS, INC. (CORVALLIS OR)
NA
04/26/1984 - 12/14/1987
SOUTHMARK FINANCIAL SERVICES, INC.
BOTH
Issued 04/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/06/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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