Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Gerard Jones is a financial advisor with Truist Advisory Services, Inc. based in Orlando, Florida. Paul has been in the industry since 2007 and holds a Series 7, 6, and 66 license. Paul is also a Certified Financial Planner. Prior to joining Truist Advisory Services, Inc., Paul worked at several other financial institutions including J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
FL
07/22/2021 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
FL
05/16/2019 - 05/14/2021
J.P. MORGAN SECURITIES LLC (ORLANDO FL)
FL
01/16/2019 - 04/15/2019
CHARLES SCHWAB & CO., INC. (Orlando FL)
FL
11/07/2014 - 01/07/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
FL
11/06/2013 - 10/20/2014
MORGAN STANLEY (WINTER PARK FL)
FL
10/17/2011 - 10/07/2013
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
FL
07/26/2011 - 10/05/2011
CHASE INVESTMENT SERVICES CORP. (OCOEE FL)
FL
11/28/2006 - 07/15/2011
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
BOTH
Issued 03/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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