Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Jones is a financial advisor with Truist Advisory Services, Inc. Jeffrey has been in the financial services industry since 1992 and has experience working with various clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Jeffrey specializes in various areas, including retirement planning, investment management, and financial planning. Jeffrey holds the Series 7, Series 63, and Series 65 licenses, and is also a Certified Financial Planner.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
NC
04/15/2021 - Present
Truist Advisory Services, Inc. (RALEIGH NC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
11/19/2012 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RALEIGH NC)
NC
06/15/2002 - 11/15/2012
WELLS FARGO ADVISORS, LLC (CHAPEL HILL NC)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
04/12/1994 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NA
11/10/1987 - 08/16/1988
A. G. EDWARDS & SONS, INC.
NA
11/21/1986 - 11/19/1987
CAROLINA SECURITIES CORPORATION
IA
Issued 08/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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