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Grant Thomas Jones

NWF Advisory Services Inc.

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About Grant Thomas Jones

Grant Thomas Jones is an investment advisor representative at NWF Advisory Services Inc. Grant has been in the industry for over 10 years and has a strong background in financial planning, portfolio management and providing advisory services to individuals and businesses. Grant holds Series 7TO, SIE and Series 66 licenses. Grant is registered in 17 states. Grant has experience working with individuals and businesses and has a diverse range of clientele. Grant is dedicated to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Grant Jones is currently registered with NWF Advisory Services Inc.. NWF Advisory Services Inc. is an investment advisory firm based in Los Angeles, California. They manage over $3.7 billion in assets for individuals, and offer a range of services, including financial planning, pension consulting, and portfolio management. NWF Advisory Services Inc. is registered with the SEC and has a team of 2 investment advisor representatives and 1 licensed agent. They participate in wrap fee programs.
NWF Advisory Services Inc.

11835 W OLYMPIC BLVD

LOS ANGELES, CA 90064

$3.71B

Assets Under Management

6,555

Total Clients

44

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Grant Jones’s Registration & Firm History

HI

08/24/2019 - Present

NWF Advisory Services Inc. (Honolulu HI)

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Licenses & Designations

BOTH

Issued 08/20/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/12/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Grant Thomas Jones.
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