Unclaimed
Cade Allen Jones is an Investment Advisor Representative at Eight 31 Financial, LLC. Cade has been in the industry since January 2017 and has a Series 65 license. Cade holds a Series 65 license obtained in June 2018. Cade has experience working with High Net Worth Individuals and provides Consulting Services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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.
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TX
09/14/2023 - Present
Eight 31 Financial, LLC (MIDLAND TX)
IA
Issued 06/14/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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