Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Paul Jones is a financial advisor at RBC Capital Markets, LLC, a firm with over $50 billion in assets under management. Jeffrey has been in the industry since 1984. He is registered as a broker-dealer and investment advisor in Tennessee and Texas. Jeffrey's career spans over three decades, with previous affiliations at Truist Investment Services, Inc., CUNA Brokerage Services, Inc., and others. He holds a Series 7 and Series 63 license and has passed the Uniform Investment Adviser Law Examination (Series 65). Jeffrey works with a wide range of clients, including individuals, corporations, businesses, insurance companies, pension plans, and charitable organizations. He specializes in a range of financial services, including portfolio management, financial planning, and investment advising.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
TN
05/10/2024 - Present
RBC Capital Markets, LLC (Nashville TN)
TN
01/28/2004 - 05/10/2024
TRUIST INVESTMENT SERVICES, INC. (NASHVILLE TN)
IA
07/15/2003 - 01/05/2004
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CA
06/05/1997 - 07/07/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
05/02/1994 - 05/07/1997
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
OR
11/12/1991 - 04/18/1994
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
CA
08/14/1991 - 09/24/1991
FN INVESTMENT CENTER (SACRAMENTO CA)
NE
07/16/1991 - 07/17/1991
SECURITIES AMERICA, INC. (LAVISTA NE)
FL
04/12/1990 - 12/07/1990
DOWNSTATE DISCOUNT BROKERAGE, INC. (BELLEAIR BLUFFS FL)
NE
01/26/1990 - 03/29/1990
SECURITIES AMERICA, INC. (LAVISTA NE)
FL
01/18/1989 - 10/02/1989
ARGUS SECURITIES, INC. (HALLANDALE FL)
FL
10/12/1987 - 01/18/1989
ARGUS SECURITIES, INC. (HALLANDALE FL)
NA
09/03/1986 - 10/23/1987
FIRST AMERICAN NATIONAL SECURITIES, INC.
NA
03/23/1983 - 08/14/1986
DOWNSTATE DISCOUNT BROKERAGE, INC.
IA
Issued 12/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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