Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grady? Claim Your ProfileGrady Robert Jones is a financial advisor with over 17 years of experience in the financial services industry. Grady has worked with several firms, including WFG Investments, Inc., Lone Star Securities, Inc., and Great West Partners, Inc. Grady currently works as a financial advisor at Emerson Equity LLC, a firm with 72 investment advisor representatives and 216 registered representatives. Grady Robert Jones focuses on financial planning, portfolio management for individuals, and selection of other advisors. Grady is registered in Texas and holds Series 7, 24, 63, and 65 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
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
CA
08/20/2021 - Present
Emerson Equity LLC (SAN MATEO CA)
TX
12/13/2013 - 09/04/2015
EMERSON EQUITY LLC (LEWISVILLE TX)
TX
04/08/2010 - 12/09/2013
WFG INVESTMENTS, INC. (DALLAS TX)
TX
11/23/2004 - 04/23/2010
LONE STAR SECURITIES, INC. (ADDISON TX)
TX
08/30/2004 - 12/07/2004
GREAT WEST PARTNERS, INC. (ADDISON TX)
IL
02/23/2004 - 04/08/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
AZ
01/05/2004 - 02/09/2004
COUNTRYWIDE INVESTMENT SERVICES, INC. (CHANDLER AZ)
NE
03/27/2002 - 12/04/2003
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
05/02/2001 - 02/08/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
TX
06/10/1999 - 04/16/2001
MUTUALS.COM, INC. (DALLAS TX)
TX
11/20/1998 - 04/12/1999
BANK UNITED SECURITIES CORP. (HOUSTON TX)
BC
Issued 10/05/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2021
Series 24 - General Securities Principal Examination
BC
Issued 11/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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