Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Keith Jones is a financial advisor with over 20 years of experience in the industry. Brian has held several positions at various firms, including Broker Dealer Financial Services Corp., LWBJ Investment Services, LLC, First National Capital Markets, Cybus Capital Markets, LLC, Amcore Investment Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Currently, Brian is associated with Cambridge Investment Research Advisors, Inc., a firm that provides financial planning, pension consulting, and portfolio management services. Brian has a wide range of experience and expertise in the financial services industry, and is committed to helping clients achieve their financial 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
10/24/2018 - Present
Cambridge Investment Research Advisors, Inc. (Mount Pleasant IA)
IA
03/11/2011 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (MT. PLEASANT IA)
IA
05/27/2010 - 03/04/2011
LWBJ INVESTMENT SERVICES, LLC (WEST DES MOINES IA)
IA
06/04/2007 - 02/12/2009
FIRST NATIONAL CAPITAL MARKETS (DES MOINES IA)
CA
08/01/2006 - 10/12/2007
CYBUS CAPITAL MARKETS, LLC (ROSEVILLE CA)
IL
11/25/2000 - 02/22/2005
AMCORE INVESTMENT SERVICES, INC (ROCKFORD IL)
MN
07/28/2000 - 10/19/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/28/2000 - 10/19/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 12/05/2006
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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