Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Jones is a financial advisor at J.P. Morgan Securities LLC. Brian has over 17 years of experience in the financial services industry, specializing in providing financial planning and investment management services to individuals, businesses, and institutions. Brian holds a Series 7, Series 66, and Series 24 licenses and is registered with the state of Texas. Brian is also a member of the Financial Industry Regulatory Authority (FINRA). Brian is committed to providing his clients with personalized financial advice and investment solutions that meet their individual needs and goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Fee computed based on cents-per-share-deposited-into-the-account
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2
TX
04/05/2023 - Present
J.p. Morgan Securities LLC (Plano TX)
TX
11/08/2021 - 04/05/2023
PFS INVESTMENTS INC. (DALLAS TX)
TX
06/26/2017 - 05/03/2021
AVANTAX INVESTMENT SERVICES, INC. (Richardson TX)
TX
12/01/2009 - 01/25/2012
PARK AVENUE SECURITIES LLC (DALLAS TX)
TX
11/21/2007 - 11/06/2009
PRINCOR FINANCIAL SERVICES CORPORATION (RICHARDSON TX)
FL
01/02/2000 - 11/29/2001
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
VT
01/28/1994 - 12/31/1997
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 07/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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