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 professional with over 20 years of experience in the industry. Jeffrey has held various roles in the financial services industry, including positions at Morgan Stanley DW Inc. and Woodbury Financial Services, Inc. Jeffrey is currently registered with GT Securities, Inc. and holds multiple licenses and certifications, including Series 7, 6, 31, 63, 65, 79TO, 99TO, and SIE. Jeffrey is registered in California.
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.
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.
1
2
CA
04/25/2005 - Present
GT Securities, Inc. (Los Angeles CA)
NY
06/14/2002 - 08/06/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
01/24/2002 - 04/11/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 08/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/29/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Jones is the right advisor for you? Invested Better is here to help.
