Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jones is a financial professional with over 20 years of experience in the industry. David is currently registered with Blackrock Investments, LLC and is a registered representative of FINRA and a licensed securities professional in 53 states. David has a strong background in securities and investments with experience at BOFA Securities, Inc., T. Rowe Price Investment Services, Inc., and Morgan Stanley & Co., Incorporated. David holds the Series 63, Series 7TO, Series 7, Series 86, and Series 87 licenses.
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.
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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2
NY
07/18/2022 - Present
Blackrock Investments, LLC (NEW YORK NY)
NY
06/01/2020 - 05/03/2022
BOFA SECURITIES, INC. (NEW YORK NY)
MD
05/10/2004 - 04/03/2006
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
NY
09/15/2000 - 06/06/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 06/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2020
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/03/2020
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/15/2020
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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