Invested Better
Unclaimed

Unclaimed

Unclaimed

Erik Colton Jones

Cary Street Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Erik? Claim Your Profile

About Erik Colton Jones

Erik Colton Jones is a financial professional with Cary Street Partners. Erik is registered with FINRA and holds Series 7TO, SIE, and Series 63 licenses. Erik is currently registered in Colorado and Florida.

Firm Information

Erik Jones is currently registered with Cary Street Partners. Cary Street Partners is a Limited Liability Company formed in March 2002. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Erik Jones’s Registration & Firm History

VA

04/06/2023 - Present

Cary Street Partners (ABINGDON VA)

Not sure if Erik Colton Jones is right for you?

Licenses & Designations

BC

Issued 06/13/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/06/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/21/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erik Colton Jones.
Not sure if Erik Colton Jones is right for you?