Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Aaron Jones is a financial advisor who has been in the industry since 1993. David is currently registered with Raymond James Financial Services Advisors, Inc. David has been a registered representative since 1991 and is also a registered investment advisor. David has experience in financial planning, pension consulting, and portfolio management for individuals and businesses. David is committed to providing clients with personalized financial advice and services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AZ
02/21/2019 - Present
Raymond James Financial Services Advisors, Inc. (Phoenix AZ)
AZ
11/22/2010 - 02/27/2019
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
01/20/2009 - 10/07/2009
LPL FINANCIAL CORPORATION (TEMPE AZ)
AZ
02/07/2006 - 01/21/2009
CUE FINANCIAL GROUP, INC. (TEMPE AZ)
CA
05/24/2004 - 02/08/2006
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
UT
12/01/2003 - 05/21/2004
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
MA
07/12/1999 - 11/04/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
06/23/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC.
CA
04/11/1995 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NY
06/27/1994 - 03/24/1995
MARINE MIDLAND SECURITIES, INC. (NEW YORK NY)
PA
01/15/1994 - 06/28/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
AZ
11/12/1992 - 05/19/1993
WESTAMERICA INVESTMENT GROUP (SCOTTSDALE AZ)
DE
10/24/1991 - 09/23/1992
PML SECURITIES COMPANY (NEWARK DE)
IA
Issued 11/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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