Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Todd Jones is a financial advisor with over 35 years of experience in the financial services industry. Bryan has been registered with Morgan Stanley since November 2011. Previously, Bryan was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from March 1986 to November 2011. Bryan is currently registered as an Investment Advisor Representative in the states of Florida, Ohio, and Texas. Bryan holds the Series 7, Series 63 and Series 65 securities licenses. Bryan is also a partner in 3MCK, LLC, a real estate company. Bryan is committed to providing personalized financial advice to individuals, families, and businesses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
11/09/2011 - Present
Morgan Stanley (Akron OH)
OH
03/20/1986 - 11/10/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BATH OH)
IA
Issued 01/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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