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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Edward Jones is an investment advisor representative with Morgan Stanley, licensed to practice in California and Texas. David Jones has been in the financial services industry since 1987 and has been with Morgan Stanley since 2009. David Jones's previous affiliations include CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., UNICORP FINANCIAL GROUP, and PACIFIC ASSET GROUP, INC. David Jones is licensed to offer securities and investment advisory services in California and Texas. David Jones has passed the SIE, Series 7, and Series 63 exams. David Jones specializes 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/03/2020 - Present
Morgan Stanley (Menlo Park CA)
CA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MENLO PARK CA)
NY
07/01/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/23/1987 - 06/23/1987
UNICORP FINANCIAL GROUP
NA
02/24/1987 - 03/31/1987
PACIFIC ASSET GROUP, INC.
BC
Issued 08/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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