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Jennifer Lynn Jones

Heritage Financial LLC

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About Jennifer Lynn Jones

Jennifer Lynn Jones is an investment advisor representative with Heritage Financial LLC. Jennifer has been in the industry since 2011 and holds Series 63, 65, 7, and SIE licenses. Jennifer's previous firms include Ameriprise Financial Services, Inc. and PNC Investments. Jennifer provides financial planning and portfolio management services to individuals and businesses, as well as charitable organizations and pension and profit sharing plans.

Firm Information

Jennifer Jones is currently registered with Heritage Financial LLC. Heritage Financial LLC is a registered investment advisor located in Gainesville, VA. They provide financial planning and portfolio management services to individuals and families. The firm manages approximately $280 million in assets for clients. Their client base includes individuals, charitable organizations, and pension and profit-sharing plans.
Heritage Financial LLC

7001 HERITAGE VILLAGE PLAZA

GAINESVILLE, VA 20155

$280.61M

Assets Under Management

2

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jennifer Jones’s Registration & Firm History

VA

10/13/2020 - Present

Heritage Financial LLC (GAINESVILLE VA)

VA

03/06/2020 - 11/19/2020

ALLSTATE FINANCIAL SERVICES, LLC (Charlottesville VA)

VA

11/14/2012 - 01/22/2020

AMERIPRISE FINANCIAL SERVICES, INC. (WINCHESTER VA)

MD

08/18/2011 - 11/14/2012

PNC INVESTMENTS (FREDERICK MD)

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Licenses & Designations

IA

Issued 04/26/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/05/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Lynn Jones.
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