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James Spencer Jones

Sovran Advisors, LLC

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About James Spencer Jones

James Spencer Jones is a financial advisor with over 20 years of experience in the industry. James is currently registered with Sovran Advisors, LLC and is also licensed to provide financial advice and insurance services. James has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. He specializes in financial planning, investment management, and retirement planning. James is dedicated to helping his clients achieve their financial goals.

Firm Information

James Jones is currently registered with Sovran Advisors, LLC. Sovran Advisors, LLC is a registered investment advisor based in San Diego, California. The firm manages over $1 billion in assets for a diverse range of clients, including individuals, businesses, and retirement plans. Sovran Advisors specializes in providing comprehensive financial planning, portfolio management, and pension consulting services. They serve clients across various regions, including California, Nevada, Arizona, and Texas.
Sovran Advisors, LLC

3131 CAMINO DEL RIO N.

SAN DIEGO, CA 92108

$1.17B

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Jones’s Registration & Firm History

CA

02/23/2024 - Present

Sovran Advisors, LLC (SAN DIEGO CA)

CA

03/25/2017 - 03/05/2024

MML INVESTORS SERVICES, LLC (Los Angeles CA)

CA

10/24/2014 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (LOS ANGELES CA)

CA

03/02/2004 - 11/04/2014

LINCOLN FINANCIAL SECURITIES CORPORATION (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 04/06/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Spencer Jones.
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