Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Jones is a financial advisor with Lion Street Advisors, LLC, and has been in the industry since March 2008. Anne is a registered representative with FINRA and a registered investment advisor in Texas. Anne has a variety of experience in the financial services industry, including roles at M Holdings Securities, Inc. and Southern Wealth Securities, LLC. She holds the Series 66, Series 63, Series 7, Series 24, and SIE licenses. Anne is a committed professional and her focus is on providing individuals and families with financial planning and investment management services. Anne also provides portfolio management for businesses. She is passionate about helping clients reach their financial goals.
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.
1
2
TX
10/29/2021 - Present
Lion Street Advisors, LLC (AUSTIN TX)
TX
06/19/2018 - 09/21/2021
SOUTHERN WEALTH SECURITIES, LLC (Dallas TX)
TX
02/06/2008 - 10/01/2018
M HOLDINGS SECURITIES, INC. (DALLAS TX)
BOTH
Issued 05/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Anne Jones is the right advisor for you? Invested Better is here to help.
