Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Barrett Jones is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Henry has been in the financial services industry since 1996 and has experience in providing financial advice to individuals, families, and businesses. Henry is also a registered representative with Cambridge Investment Research, Inc. Henry is currently licensed to provide financial advice in Colorado, North Carolina, South Carolina, Virginia, and Washington. Henry is also a licensed insurance agent with Henry Jones & Associates LLC. Henry is committed to providing his clients with personalized financial advice and services.
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.
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.
Solicitation fees from 3rd party money managers
1
2
VA
12/02/2016 - Present
Cambridge Investment Research Advisors, Inc. (Virginia Beach VA)
VA
09/01/2011 - 10/04/2016
VOYA FINANCIAL ADVISORS, INC. (NORFOLK VA)
VA
09/07/2007 - 09/02/2011
SECURIAN FINANCIAL SERVICES, INC. (NORFOLK VA)
VA
04/03/2006 - 08/23/2007
BI INVESTMENTS, LLC (NORFOLK VA)
VA
05/22/2003 - 04/03/2006
NATIONWIDE SECURITIES, INC. (VIRGINIA BEACH VA)
MI
03/05/2002 - 03/11/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
02/07/1996 - 03/12/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 08/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/08/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 02/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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