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Daniel Forest eugene Jones

Fidelity Brokerage Services LLC

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About Daniel Forest eugene Jones

Daniel Jones is a financial advisor with Fidelity Brokerage Services LLC. Daniel is registered with the Financial Industry Regulatory Authority (FINRA) as a general securities representative. He has been in the financial industry since February 10, 2020. Daniel holds the Series 63, Series 7 and Series SIE exams. Daniel is registered in 53 states and territories.

Firm Information

Daniel Jones is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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.

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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Daniel Jones’s Registration & Firm History

KY

02/11/2020 - Present

Fidelity Brokerage Services LLC (COVINGTON KY)

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Licenses & Designations

BC

Issued 02/18/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/11/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/31/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Daniel Forest eugene Jones.
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