Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Wilson Jones is a financial advisor with Raymond James Financial Services Advisors, Inc., a firm headquartered in Saint Petersburg, Florida. Douglas has been in the financial services industry since February 1990 and has worked with various firms such as Cetera Investment Services LLC and UBS Financial Services Inc. Douglas holds several licenses and certifications including the Series 7, Series 10, Series 52, Series 63, and Series 9 licenses as well as the Certified Financial Planner designation. Douglas is currently registered as a broker-dealer in 23 states and as an investment advisor representative in Tennessee and Texas. Douglas’s specialties include providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and high-net-worth clients.
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
TN
08/06/2018 - Present
Raymond James Financial Services Advisors, Inc. (FRANKLIN TN)
TN
01/30/2013 - 08/23/2016
CETERA INVESTMENT SERVICES LLC (Nashville TN)
TN
08/14/2000 - 10/24/2012
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
NY
11/13/1989 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 04/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/19/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1989
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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