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Avatar I Jones

Lazard Freres & Co. LLC

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About Avatar I Jones

Avatar I Jones is an investment banking professional with over two years of experience in the financial industry. Avatar has a Series 79TO, Series 86, Series 87, and SIE licenses. Avatar is currently registered with Lazard Freres & Co. LLC as a representative. Prior to joining Lazard, Avatar worked at Morgan Stanley & Co. LLC.

Firm Information

Avatar Jones is currently registered with Lazard Freres & Co. LLC. Lazard Freres & Co. LLC is a Limited Liability Company formed in May 1995. It is registered in all 50 states and the District of Columbia, as well as with the SEC. The firm has been involved in 14 regulatory events and 2 civil events.

Not reported

Assets Under Management

Not reported

Total Clients

256

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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Avatar Jones’s Registration & Firm History

NY

04/22/2022 - Present

Lazard Freres & Co. LLC (NEW YORK NY)

NY

08/30/2021 - 04/19/2022

MORGAN STANLEY & CO. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/03/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/12/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/30/2021

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 01/07/2020

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 11/01/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Avatar I Jones.
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