Unclaimed
Brockway Jackson Jones is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Jones has been in the financial services industry since 1995 and is licensed to operate in 24 states. Jones offers a range of services to individual and corporate clients including financial planning, portfolio management, and pension consulting. Jones has extensive experience in the financial services industry, having previously worked with Morgan Keegan & Company, Inc. and UBS Paine Webber Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AL
03/22/2021 - Present
Raymond James Financial Services Advisors, Inc. (Tuscaloosa AL)
AL
02/13/2013 - 03/19/2021
RAYMOND JAMES & ASSOCIATES, INC. (TUSCALOOSA AL)
AL
04/21/2003 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (TUSCALOOSA AL)
NJ
08/14/2000 - 04/30/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
09/28/1995 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/20/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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