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Basil Jones

Lincoln International LLC

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About Basil Jones

Basil Jones is a financial professional with over 10 years of experience in the industry. Basil is currently registered with Lincoln International LLC. Basil holds the Series 7, Series 63, Series 79, Series 86, Series 87, and SIE licenses. Basil has previously worked at Piper Sandler & Co., BB&T Securities, LLC, and Scott & Stringfellow, LLC. Basil is registered in California, Georgia, Illinois, New York, Texas, and Virginia.

Firm Information

Basil Jones is currently registered with Lincoln International LLC. Lincoln International LLC is a Limited Liability Company that was formed on March 28, 1996. It is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has also received approval for its registration with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

144

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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Basil Jones’s Registration & Firm History

IL

05/07/2024 - Present

Lincoln International LLC (CHICAGO IL)

VA

03/31/2020 - 05/07/2024

PIPER SANDLER & CO. (Richmond VA)

VA

06/05/2018 - 04/09/2020

BB&T SECURITIES, LLC (RICHMOND VA)

VA

01/02/2013 - 08/18/2015

BB&T SECURITIES, LLC (RICHMOND VA)

VA

11/07/2012 - 01/02/2013

SCOTT & STRINGFELLOW, LLC (RICHMOND VA)

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Licenses & Designations

BC

Issued 07/26/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2018

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 02/22/2013

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 12/15/2012

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 11/06/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Basil Jones.
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