Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clay? Claim Your ProfileClay Jones is a financial advisor with Stifel Independent Advisors, LLC, with over 6 years of experience in the industry. Clay is registered with the state of Missouri and holds the Series 7, 63, and SIE licenses. Clay specializes in financial planning, portfolio management, and pension consulting. Clay also provides educational seminars to clients. Clay is committed to providing personalized financial advice to help clients reach their financial goals. Clay has a strong understanding of the financial markets and is dedicated to providing clients with the highest level of service. Clay is a CFA charterholder. Clay also works for Pinnacle Consulting, LLC.
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.
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.
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2
MO
05/07/2024 - Present
Stifel Independent Advisors, LLC (CLAYTON MO)
MO
05/07/2020 - 01/13/2022
STIFEL INDEPENDENT ADVISORS, LLC (ST. LOUIS MO)
MO
08/01/2016 - 05/24/2018
WHEELHOUSE SECURITIES CORPORATION (ST. LOUIS MO)
BC
Issued 11/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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