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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Allen Jones is a financial advisor with over 40 years of experience in the industry. Geoffrey is currently registered with Ameriprise Financial Services, LLC and is a Registered Representative with Series 63 and 66 licenses. Previously, Geoffrey was affiliated with Wells Fargo Advisors, LLC and Quick & Reilly, Inc. Geoffrey is also a Principal with Series 10, 4, 53, and 24 licenses. He has experience in financial planning, investment advisory, and pension consulting. Geoffrey is registered in Florida, Maryland, Massachusetts, Michigan, and Texas.
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.
Asset allocation services
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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2
FL
02/27/2023 - Present
Ameriprise Financial Services, LLC (ORLANDO FL)
FL
03/27/2003 - 10/06/2009
WELLS FARGO ADVISORS, LLC (INDIALANTIC FL)
NY
04/18/2001 - 03/25/2003
QUICK & REILLY, INC. (NEW YORK NY)
AL
01/21/1998 - 02/02/2001
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
FL
06/27/1984 - 01/20/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NA
03/04/1983 - 08/06/1983
PRUDENTIAL-BACHE SECURITIES INC.
NA
08/26/1982 - 01/25/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 05/23/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/25/1994
Series 4 - Registered Options Principal Examination
BC
Issued 07/08/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/20/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/07/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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