Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Fortner Jones is a financial advisor with Raymond James Financial Services Advisors, Inc. David has been in the industry since January 1, 1979, and has experience in a variety of financial services, including investment advisory, brokerage, and insurance. David holds the Series 3, 7, 8, 9, 10, 63 and 66 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.
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
CO
03/06/2023 - Present
Raymond James Financial Services Advisors, Inc. (Greenwood Village CO)
CO
01/30/2009 - 03/06/2023
RAYMOND JAMES & ASSOCIATES, INC. (GREENWOOD VILLAGE CO)
CO
02/07/1992 - 02/10/2009
UBS FINANCIAL SERVICES INC. (DENVER CO)
NY
07/11/1984 - 04/08/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
01/02/1979 - 08/28/1984
DEAN WITTER REYNOLDS INC.
BOTH
Issued 08/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/19/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1985
Series 3 - National Commodity Futures Examination
BC
Issued 12/16/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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