Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Campbell Jones is a financial advisor with Concurrent Investment Advisors, LLC in Alpharetta, Georgia. Erin Campbell Jones has been in the financial industry for over 10 years. Erin Campbell Jones is registered with the state of Georgia. Erin Campbell Jones specializes in providing financial planning, portfolio management, and investment advisory services to individuals and corporations. Erin Campbell Jones has previously worked with Raymond James Financial Services, Inc. in Alpharetta, GA. Erin Campbell Jones holds the Series 66, Series 7, and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
10/02/2023 - Present
Concurrent Investment Advisors, LLC (Alpharetta GA)
GA
06/01/2022 - 10/02/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Alpharetta GA)
GA
09/11/2018 - 06/14/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Thomasville GA)
GA
11/22/2016 - 09/11/2018
INVESTMENT PROFESSIONALS, INC. (THOMASVILLE GA)
GA
06/15/2016 - 10/14/2016
WELLS FARGO ADVISORS, LLC (THOMASVILLE GA)
GA
06/14/2013 - 05/22/2015
GIRARD SECURITIES, INC. (ALPHARETTA GA)
GA
08/30/2012 - 06/24/2013
PPA INVESTMENTS, INC. (ROSWELL GA)
BOTH
Issued 10/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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