Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Byron? Claim Your ProfileByron Parker Jones is a financial advisor with over 23 years of experience in the financial services industry. Jones is currently registered with Charles Schwab & CO., Inc. and has previously been affiliated with firms such as ALPS Distributors, Inc., Quasar Distributors, LLC, First Fund Distributors, Inc., and Dean Witter Reynolds Inc. Jones holds several licenses and certifications, including the Series 7, Series 31, Series 63, and Series 65 exams. Jones has a strong understanding of investment strategies and is committed to providing personalized financial advice to clients. Jones specializes in financial planning and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
WA
04/04/2019 - Present
Charles Schwab & CO., Inc. (SAMMAMISH WA)
CO
09/01/2015 - 03/25/2019
ALPS DISTRIBUTORS, INC. (DENVER CO)
ME
10/04/2001 - 08/31/2015
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
AZ
10/20/1999 - 10/04/2001
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
NY
10/21/1997 - 07/21/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 10/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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