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Curtis Christopher Jones

Osaic Institutions, Inc.

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About Curtis Christopher Jones

Curtis Jones has been a Registered Representative since 2001. Curtis is currently registered with Osaic Institutions, Inc. Curtis has a strong background in the financial industry and has a wide range of experience, including working with charitable organizations, corporations, and individuals. Curtis is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Curtis Jones is currently registered with Osaic Institutions, Inc.. Osaic Institutions, Inc. is a Corporation headquartered in MERIDEN, CT, United States. The firm was formed on 1993-04-07 and is registered with the SEC and in 53 states. Osaic Institutions, Inc. provides financial planning, pension consulting, educational seminars, and other advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and high net worth individuals. The firm manages approximately $3,626,644,800 in assets and has over 1,700 licensed agents, investment adviser representatives, and registered representatives.
Osaic Institutions, Inc.

538 PRESTON AVENUE

MERIDEN, CT 06450-4858

$3.63B

Assets Under Management

25

Total Clients

641

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation services for other advisers

Solicitation services for other advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Curtis Jones’s Registration & Firm History

MA

09/06/2006 - Present

Osaic Institutions, Inc. (BELMONT MA)

MA

10/19/2004 - 08/22/2006

IFMG SECURITIES, INC. (SANDWICH MA)

WI

10/08/2003 - 10/26/2004

INVEST FINANCIAL CORPORATION (APPLETON WI)

MO

05/29/2001 - 01/06/2003

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

11/20/2000 - 05/17/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 12/06/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 11/17/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Curtis Christopher Jones.
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