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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Ann Jones is a financial advisor who has been in the industry since 1999. Currently, Julie Ann Jones is registered with Cambridge Investment Research Advisors, Inc. and works out of their Des Moines, IA office. Prior to joining Cambridge Investment Research Advisors, Inc., Julie Ann Jones was a financial advisor at Voya Financial Partners, LLC and Directed Services LLC. Julie Ann Jones holds the Series 6, Series 7, Series 63, and Series 65 licenses. Julie Ann Jones works with individual and institutional 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
11/08/2023 - Present
Cambridge Investment Research Advisors, Inc. (Des Moines IA)
IA
03/31/2016 - 11/06/2023
VOYA FINANCIAL PARTNERS, LLC (DES MOINES IA)
IA
04/25/2014 - 06/24/2018
DIRECTED SERVICES LLC (DES MOINES IA)
AZ
08/01/2007 - 04/11/2014
ING INVESTMENTS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
IA
02/18/2004 - 08/24/2007
ING FINANCIAL PARTNERS, INC. (DES MOINES IA)
PA
09/24/2003 - 02/18/2004
DIRECTED SERVICES, INC. (WEST CHESTER PA)
AL
09/15/1998 - 10/03/2001
FIRST VARIABLE CAPITAL SERVICES, INC. (BIRMINGHAM AL)
NY
10/11/1995 - 10/07/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 04/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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