Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Jones is a registered investment advisor representative at Steward Partners Investment Advisory, LLC. Gerald has been in the industry since 2011. Gerald holds a Series 7, Series 66 and SIE licenses. Gerald is registered in 27 states for both investment advisor and broker-dealer registrations. Gerald previously worked at Raymond James Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gerald specializes in providing financial consulting, financial planning, pension consulting, and selection of other advisors. Gerald works with individuals, high net worth individuals, corporations, businesses, charitable organizations, state or municipal government entities, and pension and profit-sharing plans.
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.
Financial consulting
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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WI
09/28/2021 - Present
Steward Partners Investment Advisory, LLC (MEQUON WI)
WI
09/28/2021 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Mequon WI)
WI
09/02/2011 - 09/29/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MEQUON WI)
BOTH
Issued 10/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/1/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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