Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Morgan Jones is a financial advisor with Edge Capital Group, LLC. Henry is registered with the state of Georgia and has been in the industry since 1999. Previously, Henry was a registered representative with Credit Suisse Securities (USA) LLC. Henry is a Series 3, 7, and 66 licensed advisor. Henry specializes in a variety of financial services, including financial planning, consulting services, family office services, insurance solutions, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Consulting services, family office services, insurance solutions
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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GA
10/11/2018 - Present
Edge Capital Group, LLC (ATLANTA GA)
GA
01/17/2003 - 11/28/2006
CREDIT SUISSE SECURITIES (USA) LLC (ATLANTA GA)
NJ
03/15/2002 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
10/06/1999 - 03/26/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 10/19/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/1999
Series 3 - National Commodity Futures Examination
BC
Issued 10/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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