Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Allen Jones is an investment advisor representative at Empirical Wealth Management located in Seattle, Washington. Jones has been in the industry since February 2011 and joined Empirical Wealth Management in June 2015. He is registered with the state of Washington as an investment advisor representative. Jones holds a Series 65 license and has experience with investment advisory services, portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
Tax preparation and insurance services
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.
1
2
WA
12/21/2016 - Present
Empirical Wealth Management (SEATTLE WA)
IA
Issued 12/21/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure James Jones is the right advisor for you? Invested Better is here to help.
