Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Anthony Jones is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Harold has been in the financial industry since 1970. Harold has a Series 63 state exam registration and holds Series 7TO, SIE, Series 3, PC, and Series 1 product exams. Harold has been registered in Delaware, Florida, Illinois, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island and Washington. Harold is also an officer and treasurer for HJFS Wolfe LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
09/28/2016 - Present
Raymond James Financial Services Advisors, Inc. (CLARKS SUMMIT PA)
PA
01/01/2008 - 08/09/2016
WELLS FARGO ADVISORS, LLC (SCRANTON PA)
PA
02/29/1988 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SCRANTON PA)
NA
02/23/1979 - 02/27/1988
MOSELEY SECURITIES CORPORATION
NA
04/28/1976 - 02/23/1979
MOSELEY, HALLGARTEN & ESTABROOK INC
NA
09/02/1975 - 04/28/1976
MOSELEY, HALLGARTEN & ESTABROOK INC.
NA
08/25/1970 - 11/14/1975
LOEB RHOADES & CO
BC
Issued 12/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1985
Series 3 - National Commodity Futures Examination
BC
Issued 09/02/1977
PC - AMEX Put and Call Exam
BC
Issued 03/07/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Harold Jones is the right advisor for you? Invested Better is here to help.
