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 over 25 years of experience in the industry. Jeffrey is currently registered with Wells Fargo Clearing Services, LLC, and has a proven track record of success in helping clients achieve their financial goals. Jeffrey's expertise covers a wide range of financial services, including portfolio management, financial planning, and investment consulting. Jeffrey has a strong background in working with both individual and institutional clients. Jeffrey is committed to providing personalized financial guidance and building long-lasting relationships with clients.
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
NY
02/09/2022 - Present
Wells Fargo Clearing Services, LLC (CLINTON NY)
NY
06/01/2009 - 01/22/2019
MORGAN STANLEY (UTICA NY)
NY
01/09/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (UTICA NY)
IA
Issued 01/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeffrey Jones is the right advisor for you? Invested Better is here to help.
