Unclaimed
Jamie Lynn Jones is a financial advisor with Janney Montgomery Scott LLC. Jamie has been in the industry since 2006 and has a broad range of experience. Jamie is registered to offer investment advice in Missouri and has passed the Series 6, Series 63, and SIE exams. Jamie has held previous positions at PRUCO SECURITIES, LLC., MML INVESTORS SERVICES, LLC, MSI FINANCIAL SERVICES, INC., NEW ENGLAND SECURITIES, and METLIFE INVESTORS DISTRIBUTION COMPANY.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
09/26/2023 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
NJ
06/10/2020 - 09/01/2023
PRUCO SECURITIES, LLC. (NEWARK NJ)
MA
03/25/2017 - 04/24/2020
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
MO
08/21/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ST. LOUIS MO)
MO
12/14/2010 - 09/09/2011
NEW ENGLAND SECURITIES (ST. LOUIS MO)
NY
08/22/2006 - 07/24/2009
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
BC
Issued 10/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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