Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Robert Jones is a financial advisor with Edward Jones, a firm that has been in operation since 1922. Jeffrey has been a registered investment advisor for over 27 years and has an active registration with the state of Georgia. Jeffrey has a Series 6, 7, and 63 license. Jeffrey has a total of 19 approved state registrations and two approved IA state registrations, in addition to a current registration with the state of Texas, and a former registration with the state of Florida. Jeffrey has worked with Edward Jones since 2001, prior to that Jeffrey was a financial advisor with Security Financial Network and SunTrust Securities.
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.
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.
See schedule d - miscellaneous
1
2
GA
01/16/2019 - Present
Edward Jones (BRUNSWICK GA)
GA
12/03/1996 - 02/23/2001
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NE
09/11/1995 - 12/02/1996
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
NJ
01/24/1992 - 10/03/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/24/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NJ
03/19/1990 - 07/23/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/19/1990 - 07/23/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 11/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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