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John Edward Jones is a Registered Investment Advisor. John Edward Jones is currently registered with Bill Few Associates, Inc. in Pennsylvania. Previously, John Edward Jones was registered with Bill Few Securities, Inc. in Pennsylvania and Walnut Street Securities, Inc. in California. John Edward Jones is also licensed to conduct business in Pennsylvania. John Edward Jones has passed several industry exams including Series 63, Series 65, Series 7, Series 24, Series 27, Series 53, Series 4, Series 14, SIE, and Series 99TO.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
PA
07/16/2014 - Present
Bill FEW Associates, Inc. (PITTSBURGH PA)
PA
07/28/1997 - 12/22/2021
BILL FEW SECURITIES, INC. (PITTSBURGH PA)
CA
01/24/1995 - 10/01/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
08/27/1993 - 12/31/1994
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 10/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 05/28/2002
Series 4 - Registered Options Principal Examination
BC
Issued 10/15/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/09/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/15/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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