Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Thomas Jones is a financial professional with over 30 years of experience in the financial services industry. Eric is currently registered as a Registered Representative and Investment Adviser Representative with Lincoln Investment. Previously, Eric has held positions at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, UBS FINANCIAL SERVICES INC., EVEREN SECURITIES, INC., BLUNT ELLIS & LOEWI INCORPORATED, and TRANSMARKET GROUP, INC. Eric specializes in financial planning, portfolio management for individuals and businesses, and the selection of other advisers. Eric's expertise and experience make him a valuable resource for clients seeking financial advice and guidance.
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.
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
FL
04/10/2024 - Present
Lincoln Investment (PALM BEACH GARDENS FL)
NC
10/04/2006 - 05/04/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NJ
12/23/1992 - 09/21/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MO
09/04/1990 - 11/13/1992
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
10/23/1989 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
09/24/1986 - 12/19/1988
TRANSMARKET GROUP, INC.
IA
Issued 07/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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