Unclaimed
Brant Jones is a financial advisor registered with Thompson Davis & CO., Inc. Brant is an active advisor with both Broker-Dealer (BC) and Investment Adviser (IA) registration scopes. Brant has a broad range of certifications and expertise, including a Certified Financial Planner designation and a Series 66, Series 53, Series 24, Series 4, Series 57TO, Series 52TO, Series 55, and Series 7 licenses. Brant has been in the financial services industry since 2012 and has worked with Thompson Davis & CO., Inc. since 2013. Brant has been registered as an investment advisor representative in Virginia and North Carolina. Brant specializes in financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Brant has experience working with individuals, high-net-worth individuals, and corporations.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
VA
08/19/2013 - Present
Thompson Davis & CO., Inc. (RICHMOND VA)
VA
09/05/2012 - 08/12/2013
DAVENPORT & COMPANY LLC (RICHMOND VA)
BOTH
Issued 02/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/24/2015
Series 24 - General Securities Principal Examination
BC
Issued 08/20/2014
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 06/08/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2013
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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