Unclaimed
Bruce Jones is an investment advisor representative at Hornor, Townsend & Kent, LLC, located in Conshohocken, Pennsylvania. Bruce has a strong background in the financial services industry, having passed the Series 6TO, Series 7TO and SIE exams. Bruce has been actively involved in the industry since May 2023, and has a proven track record of success in providing financial guidance and investment management services to clients.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
PA
05/22/2023 - Present
Hornor, Townsend & Kent, LLC (CONSHOHOCKEN PA)
BC
Issued 05/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Bruce Jones is the right advisor for you? Invested Better is here to help.