Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jones? Claim Your ProfileJones Dunham is a financial advisor with over 40 years of experience in the industry. Jones is currently registered with Osaic Wealth, Inc. in Alabama and Texas, and has been with the firm since January 2025. Previously, Jones has held positions at Lincoln Financial Advisors Corporation and First Financial Group. Jones is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT®. Jones is a licensed agent for First Financial Group of the South, Inc, offering traditional life and annuities, indexed annuities, life settlements, medical, health, dental, disability, and long-term care insurance. Jones holds Series 6, 7, 22, 24, and 63 securities licenses.
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
AL
01/24/2025 - Present
Osaic Wealth, Inc. (BIRMINGHAM AL)
AL
06/22/1994 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (BIRMINGHAM AL)
CT
04/03/1984 - 05/26/1994
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 03/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/30/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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