Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Caroline Jones is an investment advisor representative who has been in the industry since February 9, 1999. Nancy is registered with J. W. Cole Advisors, Inc. and has a branch office located in Metropolis, IL. Nancy is also the managing partner of METRO FINANCIAL GROUP, LLC, a life/health insurance agency in Metropolis, IL. Nancy is a co-president of the Massac County United Way and owner of RIBBONS AND BEAUS, LLC, a children's clothing boutique in Metropolis, IL. Nancy is licensed in multiple states and holds a Series 63, Series 66, and Series 7 license. Nancy has been involved in many different areas of the financial services industry and has a strong commitment to her community. Nancy specializes in financial planning, portfolio management, and educational seminars. Nancy is a valuable asset to the J. W. Cole Advisors, Inc. team and is committed to providing her clients with the highest level of service.
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.
Hourly & fixed rate consulting
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
IL
07/11/2023 - Present
J. W. Cole Advisors, Inc. (Metropolis IL)
IL
02/10/1999 - 05/12/2010
WOODBURY FINANCIAL SERVICES, INC. (METROPOLIS IL)
BOTH
Issued 07/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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