Unclaimed
Anthony Jones jr has been a registered investment advisor since 1998. Anthony Jones jr specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses. Anthony Jones jr is currently registered with PNC Investments. Prior to joining PNC Investments, Anthony Jones jr was registered with M&T Securities, Inc., Santander Securities LLC, LPL Financial LLC, Ameriprise Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Lehman Brothers Inc. Anthony Jones jr holds the Series 66, SIE, and Series 7 securities licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
05/07/2014 - Present
PNC Investments (JERSEY CITY NJ)
NY
05/02/2013 - 05/08/2014
M&T SECURITIES, INC. (NEW YORK NY)
NJ
09/19/2012 - 04/10/2013
SANTANDER SECURITIES LLC (WEST ORANGE NJ)
NJ
04/12/2010 - 09/19/2012
LPL FINANCIAL LLC (NEWARK NJ)
MN
02/23/2009 - 09/15/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
CO
11/18/2005 - 12/16/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
NY
09/28/1999 - 08/30/2004
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/23/1998 - 07/27/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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