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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 Stuart Jones is a financial advisor associated with Wells Fargo Clearing Services, LLC. Jeffrey Jones has been in the industry since August 20, 1995. Jeffrey Jones has passed multiple securities exams, including Series 7, 10, 9, 63, 65, 31, and SIE. Jeffrey Jones has registered with FINRA, and is registered to provide investment advice in South Carolina. In addition to Wells Fargo Clearing Services, LLC, Jeffrey Jones has prior experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
05/21/2007 - Present
Wells Fargo Clearing Services, LLC (HILTON HEAD ISLAND SC)
NY
08/02/1995 - 09/03/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/01/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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