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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darrell? Claim Your ProfileDarrell Thorsted Jones is a financial advisor who has been working in the financial services industry since 1981. Currently, Darrell Thorsted Jones is registered with Wells Fargo Clearing Services, LLC in Utah. Darrell Thorsted Jones has previously been registered with UBS Financial Services Inc., Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Darrell Thorsted Jones is a registered representative and investment advisor representative, and has passed the Series 7, Series 31, Series 63, Series 65, and SIE exams. Darrell Thorsted Jones holds a specialization in portfolio management for individuals, businesses, and investment companies.
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.
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.
Investment consulting services to institutional clients
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.
1
2
UT
09/16/2013 - Present
Wells Fargo Clearing Services, LLC (HOLLADAY UT)
UT
09/14/2006 - 09/25/2013
UBS FINANCIAL SERVICES INC. (SALT LAKE CITY UT)
UT
07/31/1993 - 10/02/2006
CITIGROUP GLOBAL MARKETS INC. (OGDEN UT)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/28/1981 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 10/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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