Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robert Jones is a registered investment advisor with Washington Securities Corp. James has been in the financial services industry since August 7, 1968, and has a wealth of experience. James holds a Series 65 license, which allows him to provide investment advice to individuals and families. He is also registered with FINRA, which is a self-regulatory organization that oversees the securities industry. James is committed to providing his clients with personalized financial advice that is tailored to their specific needs and 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.
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.
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2
MD
01/01/2025 - Present
Washington Securities Corp. (CHEVY CHASE MD)
VA
05/16/2008 - 03/04/2021
CAPITOL SECURITIES MANAGEMENT, INC. (RESTON VA)
VA
08/06/1990 - 05/20/2008
JANNEY MONTGOMERY SCOTT LLC (VIENNA VA)
NY
03/23/1982 - 08/27/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/03/1978 - 06/22/1982
LAIDLAW, MARTIN & MOYSEY, INC.
NA
08/08/1968 - 04/20/1978
BELLAMAH, NEUHAUSER & BARRETT, INC.
IA
Issued 02/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/04/1980
Series 4 - Registered Options Principal Examination
BC
Issued 07/23/1980
Series 12 - NYSE Branch Manager Examination
BC
Issued 01/29/1974
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 09/21/1982
Series 3 - National Commodity Futures Examination
BC
Issued 08/09/1968
Series 000 - General Securities Principal Examination
BC
Issued 08/07/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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