Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Jones is a financial advisor registered with Fidelity Personal And Workplace Advisors. Justin has been in the financial services industry since 2018. Justin is licensed in 24 states, including North Carolina and Texas, and holds the Series 7, Series 66, Series 9, and Series 10 licenses. Justin is also a Certified Financial Planner. Justin previously worked at Charles Schwab & Co., Inc., and Edward Jones.
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.
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.
1
2
NC
03/16/2021 - Present
Fidelity Personal AND Workplace Advisors (HUNTERSVILLE NC)
NC
08/22/2019 - 05/14/2020
CHARLES SCHWAB & CO., INC. (Raleigh NC)
VA
08/29/2018 - 08/09/2019
EDWARD JONES (MARION VA)
BOTH
Issued 09/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/18/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Justin Jones is the right advisor for you? Invested Better is here to help.
