Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kirt Jones is a financial advisor in RADNOR, Pennsylvania with over 23 years of experience in the financial services industry. James Kirt Jones is currently registered with Lincoln Financial Distributors, Inc. James Kirt Jones has been with Lincoln Financial Distributors, Inc. since August 2018. Before that, James Kirt Jones was registered with CR CAPITAL DISTRIBUTORS, LLC, HARTFORD FUNDS DISTRIBUTORS, LLC, and HARTFORD LIFE DISTRIBUTORS, LLC. James Kirt Jones holds licenses for Series 6, Series 26, Series 63, and SIE exams. James Kirt Jones is also registered in Illinois.
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.
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.
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2
PA
08/16/2018 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
CA
01/04/2016 - 07/26/2018
CR CAPITAL DISTRIBUTORS, LLC (Newport Beach CA)
IL
12/03/2012 - 07/22/2015
HARTFORD FUNDS DISTRIBUTORS, LLC (St. Charles IL)
IL
10/26/1998 - 12/03/2012
HARTFORD LIFE DISTRIBUTORS, LLC (ST. CHARLES IL)
BC
Issued 10/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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