Unclaimed
Brandon Jones is an investment advisor representative (IAR) licensed to advise on securities and investments in Georgia, North Carolina and South Carolina. Brandon has been active in the financial industry since 2021. Brandon Jones is registered with State Farm Investment Management Corp. and holds the Series 63, Series 65, SIE and Series 6TO licenses. In addition to Brandon Jones's role as an IAR, Brandon Jones is also the owner of Brandon Jones Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
NC
09/06/2022 - Present
State Farm Investment Management Corp. (Hendersonville NC)
IA
Issued 11/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Brandon Jones is the right advisor for you? Invested Better is here to help.