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Justin Burch Jones

Bankers Life Advisory Services, Inc.

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About Justin Burch Jones

Justin Burch Jones is a financial professional with over 20 years of experience in the financial services industry. Justin Burch Jones is currently registered with Bankers Life Advisory Services, Inc. and has been in this role since August 2016. Justin Burch Jones also has experience with ProEquities, Inc., Hornor, Townsend & Kent, Inc., Transamerica Capital, Inc., Jackson National Life Distributors, Inc., and SunTrust Securities, Inc. Justin Burch Jones specializes in working with individuals, high-net-worth individuals, and pension and profit sharing plans. Justin Burch Jones holds a Series 66, Series 82TO, SIE, and Series 7 license and is also a Chartered Financial Consultant.

Firm Information

Justin Jones is currently registered with Bankers Life Advisory Services, Inc.. Bankers Life Advisory Services, Inc. is a Chicago, IL-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management for individuals and pension and profit-sharing plans. They also offer selection of other advisors and participate in wrap fee programs.
Bankers Life Advisory Services, Inc.

303 E. WACKER DRIVE

CHICAGO, IL 60601

$1.49B

Assets Under Management

Not reported

Total Clients

409

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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percentage of assets

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

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other

Non-discretionary investment consulting services

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Justin Jones’s Registration & Firm History

TN

04/04/2017 - Present

Bankers Life Advisory Services, Inc. (BRENTWOOD TN)

TN

02/15/2013 - 05/26/2016

PROEQUITIES, INC. (BRENTWOOD TN)

TN

01/10/2007 - 12/13/2012

HORNOR, TOWNSEND & KENT, INC. (FRANKLIN TN)

CO

12/14/2005 - 01/04/2007

TRANSAMERICA CAPITAL, INC. (DENVER CO)

TN

07/19/2004 - 11/17/2005

JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)

GA

02/10/2003 - 07/19/2004

SUNTRUST SECURITIES, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 04/29/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Burch Jones.
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