Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Jones is a financial advisor currently registered with Stephens. Jones has over 20 years of experience in the industry and has previously held positions at Blackhill Advisors LP, Nexbank Securities Inc., McDonald Investments Inc., Key Capital Markets, Inc., Everen Securities, Inc., Prescott, Ball & Turben, Inc., and McDonald & Company Securities, Inc. Jones holds Series 7, Series 63, Series 79 and SIE licenses. Jones is registered in Arkansas and Texas and focuses on providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and non-corporate organizations.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
02/28/2018 - Present
Stephens (DALLAS TX)
TX
10/03/2012 - 02/27/2018
BLACKHILL ADVISORS LP (DALLAS TX)
TX
05/04/2010 - 11/08/2011
NEXBANK SECURITIES INC (DALLAS TX)
OH
11/09/1998 - 10/17/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
11/26/1996 - 11/09/1998
KEY CAPITAL MARKETS, INC. (CLEVELAND OH)
MO
09/04/1990 - 06/08/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
09/21/1988 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
NA
03/19/1985 - 09/06/1988
MCDONALD & COMPANY SECURITIES, INC.
BC
Issued 05/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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