linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Malcolm Taylor Jones

BNY Mellon Securities Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Malcolm? Claim Your Profile

About Malcolm Taylor Jones

Malcolm Taylor Jones is a financial advisor with over 5 years of experience in the industry. Malcolm holds a Series 7, Series 6, Series 63 and Series 65 license as well as the SIE. Currently, Malcolm is registered with BNY Mellon Securities Corp. in New York, NY. Malcolm has previously been registered with City National Securities, Inc. in Los Angeles, CA, and LPL Financial LLC in Santa Monica, CA. Malcolm works with individuals, corporations and charitable organizations. Malcolm also provides portfolio management for businesses and individuals.

Firm Information

Malcolm Jones is currently registered with BNY Mellon Securities Corp.. BNY Mellon Securities Corp. is a Corporation formed in January 1968 and headquartered in NEW YORK, NY. The firm sponsors a wrap fee program and serves as a portfolio manager or model provider to third party wrap program sponsors. They manage approximately $6,124,034,792 in client assets, primarily for individuals, corporations, and other investment advisors. The firm is registered with the SEC and in all 50 states.
BNY Mellon Securities Corp.

240 GREENWICH STREET

NEW YORK, NY 10286-0001

$6.12B

Assets Under Management

Not reported

Total Clients

326

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.

Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Malcolm Jones’s Registration & Firm History

NY

10/25/2021 - Present

BNY Mellon Securities Corp. (NEW YORK NY)

CA

08/21/2017 - 12/09/2019

CITY NATIONAL SECURITIES, INC. (LOS ANGELES CA)

CA

11/20/2015 - 08/16/2017

LPL FINANCIAL LLC (SANTA MONICA CA)

Not sure if Malcolm Taylor Jones is right for you?

Licenses & Designations

IA

Issued 05/16/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/17/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2016

Series 7 - General Securities Representative Examination

BC

Issued 11/20/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Malcolm Taylor Jones.
Not sure if Malcolm Taylor Jones is right for you?