Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Jones is a financial advisor with over 30 years of experience. Jack is currently registered with Osaic Advisory Services, LLC and has been with them since January 14, 2020. Prior to joining Osaic Advisory Services, LLC, Jack worked at Triad Advisors, LLC and VeraVest Investments, Inc. Jack is a Certified Financial Planner. Jack's areas of specialization include financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
A percentage of the total value of assets under management is charged.
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2
TX
01/14/2020 - Present
Osaic Advisory Services, LLC (Houston TX)
TX
02/21/2003 - 08/23/2024
TRIAD ADVISORS LLC (HOUSTON TX)
MA
09/26/1994 - 03/06/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 07/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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