Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Andrew Jones is a financial advisor with over 17 years of experience in the financial services industry. Jason is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in the state of Colorado and has been a registered representative since 2006. Previously, Jason worked at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. in California. Jason holds FINRA Series 7, 31, and 63 licenses, along with the SIE and Series 65.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CO
07/13/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT COLLINS CO)
CA
06/01/2009 - 07/21/2010
MORGAN STANLEY SMITH BARNEY (LAGUNA NIGUEL CA)
CA
04/17/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAGUNA NIGUEL CA)
IA
Issued 11/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jason Jones is the right advisor for you? Invested Better is here to help.
