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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Gerald Jones is a financial advisor with over 18 years of experience. Currently, Jeffrey Jones is registered with Osaic Wealth, Inc. and has been active in the financial services industry since June 17, 2005. Jeffrey Jones holds the Series 6, SIE, and Series 63 licenses. Jeffrey Jones's areas of specialization include Retirement Planning, College Savings, Estate Planning, Insurance, and Mutual Funds. Jeffrey Jones has been a registered representative of Osaic Wealth, Inc. since November 2, 2018. Previously, Jeffrey Jones worked with SIGNATOR INVESTORS, INC. and TRANSAMERICA FINANCIAL ADVISORS, INC.
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.
A percentage of the total value of assets under management is charged.
1
2
IA
11/02/2018 - Present
Osaic Wealth, Inc. (OELWEIN IA)
IA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (OELWEIN IA)
IA
09/22/2005 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (OELWEIN IA)
FL
08/20/2004 - 11/23/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 11/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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