Unclaimed
Elizabeth Jones is a registered representative with Madison Avenue Securities, LLC and has been in the securities industry since January 21, 2010. Elizabeth is licensed to offer securities products and services in California. Elizabeth is located in San Diego, California. Elizabeth offers a wide range of investment services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Elizabeth specializes in providing investment advice to high net worth individuals, individuals other than high net worth, pension and profit sharing plans, and charitable organizations.
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.
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.
1
2
CA
01/22/2010 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Elizabeth Jones is the right advisor for you? Invested Better is here to help.