Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Wayne Jones is a financial advisor with over 25 years of experience. Paul has been registered with Independent Financial Group, LLC, since September 2011. Prior to that, Paul was with Investors Capital Corp. and National Planning Corporation. Paul specializes in providing financial planning, portfolio management, and pension consulting services. Paul's expertise has earned him the trust of a wide range of clients including individuals, families, corporations, charitable organizations, and pension and profit sharing plans. Paul is dedicated to helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
09/09/2011 - Present
Independent Financial Group, LLC (SAN DIMAS CA)
CA
12/21/2005 - 09/16/2011
INVESTORS CAPITAL CORP. (SAN DIMAS CA)
CA
04/07/1999 - 01/10/2006
NATIONAL PLANNING CORPORATION (SAN DIMAS CA)
AZ
09/26/1997 - 03/25/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 08/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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