Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Keith Jones is a financial advisor with over 30 years of experience in the financial services industry. Edwin is currently registered with Cambridge Investment Research Advisors, Inc., in Port Orange, Florida. Edwin has held previous positions with LPL Financial LLC, National Planning Corporation, Park Avenue Securities LLC, Guardian Investor Services Corporation and Franklin Financial Services Corporation. Edwin holds FINRA Series 6, 7, and 66 licenses, as well as the SIE designation. He is also a Chartered Financial Consultant. Edwin's focus is on providing comprehensive financial planning, portfolio management, and investment advice to individuals, families, and businesses. Edwin's advisory services include financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
FL
04/20/2018 - Present
Cambridge Investment Research Advisors, Inc. (Port Orange FL)
FL
11/29/2017 - 04/25/2018
LPL FINANCIAL LLC (PORT ORANGE FL)
FL
01/07/2013 - 11/29/2017
NATIONAL PLANNING CORPORATION (ORMOND BEACH FL)
FL
05/03/1999 - 11/15/2012
PARK AVENUE SECURITIES LLC (ORMOND BEACH FL)
NY
02/05/1999 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
TX
01/04/1991 - 01/26/1999
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 10/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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