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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Allen Jones is a financial advisor currently registered with Morgan Stanley. Gregory Allen Jones is also registered in Washington as an Investment Advisor Representative. Gregory Allen Jones has been in the financial services industry for over 29 years. Gregory Allen Jones is licensed to offer securities and advisory services in 54 states and jurisdictions. In addition to their work at Morgan Stanley, Gregory Allen Jones serves as Board Member, President at Richland Cemetery Association.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WA
06/01/2009 - Present
Morgan Stanley (Kennewick WA)
WA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (KENNEWICK WA)
NY
07/08/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/28/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/27/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 07/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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