Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Stuart Jones is a financial advisor with EPG Wealth Management LLC. David has been in the industry since March 2004 and has held registrations in several states. David is registered as both a broker-dealer and an investment advisor and is licensed in Florida, Georgia and Texas. David holds Series 6, 7, 26, 63, and 65 licenses, as well as the SIE exam. David is also a Certified Financial Planner. David is a member of the Premier Advisor Network LLC and Kinship Wealth Partners LLC, and is involved in various community initiatives.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
GA
02/14/2023 - Present
EPG Wealth Management LLC (ATLANTA GA)
GA
11/02/2010 - 12/31/2022
EQUITY SERVICES, INC. (ATLANTA GA)
GA
04/21/2010 - 09/24/2010
PACKERLAND BROKERAGE SERVICES, INC. (MARIETTA GA)
GA
01/23/2004 - 05/20/2008
NEW ENGLAND SECURITIES (ALPHARETTA GA)
NY
03/08/2002 - 01/12/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 04/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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