Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Derrick Jones is a financial advisor who has been in the industry since 2013. Justin is currently registered with Fidelis Capital, a firm headquartered in Tampa, Florida, that provides financial advice to a variety of clients, including high-net-worth individuals, corporations, and pension plans. Justin has experience working with individuals and businesses to create financial plans and manage their investments. Justin has a Series 6, 7, 63, and 65 licenses, and he is also licensed to offer investment advice in Florida and Texas.
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.
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
TX
01/03/2023 - Present
Fidelis Capital (Dallas TX)
TX
08/10/2015 - 10/27/2016
THE INVESTMENT CENTER, INC. (PLANO TX)
TX
07/22/2013 - 07/31/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (PLANO TX)
IA
Issued 04/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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