linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey C Jones

Corecap Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey C Jones

Jeffrey Jones is a financial advisor with over 20 years of experience in the industry. Jeffrey has a strong background in financial planning, portfolio management and working with high net worth individuals, businesses, and pension plans. Jeffrey is currently registered with Corecap Advisors. Jeffrey has previously worked with The Huntington Investment Company and Fidelity Brokerage Services LLC. Jeffrey is licensed to provide investment advisory services in Florida, Kentucky, Michigan, North Carolina, Ohio, and South Carolina. Jeffrey is dedicated to providing clients with personalized financial advice that meets their individual needs.

Firm Information

Jeffrey Jones is currently registered with Corecap Advisors. Corecap Advisors is an investment advisory firm located in SOUTHFIELD, MI. They manage over $2.46 billion in assets for 8,713 clients, primarily individuals, corporations, and pension plans. They offer a variety of advisory services, including financial planning, portfolio management, and educational seminars. Corecap Advisors is registered with the SEC under the number 801-72687.
Corecap Advisors

27777 FRANKLIN ROAD

SOUTHFIELD, MI 48034

$2.47B

Assets Under Management

6

Total Clients

116

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Jones’s Registration & Firm History

OH

08/08/2023 - Present

Corecap Advisors (Centerburg OH)

OH

03/05/2018 - 07/01/2019

THE HUNTINGTON INVESTMENT COMPANY (JOHNSTOWN OH)

MA

06/20/2002 - 07/10/2017

FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)

Not sure if Jeffrey C Jones is right for you?

Licenses & Designations

BOTH

Issued 08/15/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey C Jones.
Not sure if Jeffrey C Jones is right for you?