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Andrew Martin Jones

Bankers Life Securities, Inc.

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About Andrew Martin Jones

Andrew Jones is a financial advisor with Bankers Life Securities, Inc., located in Pleasanton, CA. He has been in the industry since December 20, 2021 and is registered in California and Oregon. Andrew has passed the Series 63, 6TO, and SIE exams.

Firm Information

Andrew Jones is currently registered with Bankers Life Securities, Inc.. Bankers Life Securities, Inc. is a corporation formed on July 31, 2014. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. They have one approved SEC registration. The firm has been involved in one regulatory and one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

346

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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Andrew Jones’s Registration & Firm History

CA

12/21/2021 - Present

Bankers Life Securities, Inc. (Pleasanton CA)

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Licenses & Designations

BC

Issued 01/26/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/13/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Martin Jones.
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