Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Vincent Jones is a financial advisor with Charles Schwab & Co., Inc. Leo has been in the industry since August 29, 2017 and holds both Series 7 and Series 63 licenses. Previously, Leo worked with TD Ameritrade, Inc. and Scottrade, Inc. Leo currently serves clients in Omaha, Nebraska and is registered to provide investment advice in all 50 states.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
07/17/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
MO
02/26/2018 - 05/19/2024
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
08/30/2017 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
BC
Issued 09/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Leo Jones is the right advisor for you? Invested Better is here to help.
