Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Phillip Jones is a financial professional with over 7 years of experience in the financial services industry. James has a Series 6 and Series 63 license and holds the SIE designation. James is currently registered with J.p. Morgan Securities LLC and previously worked for WELLS FARGO CLEARING SERVICES, LLC. James is dedicated to providing clients with personalized financial advice and investment solutions to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
VA
05/12/2023 - Present
J.p. Morgan Securities LLC (Newport News VA)
VA
11/23/2015 - 04/19/2023
WELLS FARGO CLEARING SERVICES, LLC (WILLIAMSBURG VA)
BC
Issued 12/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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