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Peter Everington Jones

Wellington Consulting Services Inc.

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About Peter Everington Jones

Peter Everington Jones has been a registered investment advisor since March 10, 1993. Peter is currently employed by Wellington Consulting Services Inc. and has previously worked for several other firms. Peter has been involved in the financial services industry since 1980, including working as an officer and manager for Everington Consulting, Inc. and Wellington Financial Group, Inc. Peter has a Series 7, Series 63, Series 24, and Series 4 license. Peter also holds the Certified Financial Planner designation. Wellington Consulting Services Inc. is a Registered Investment Advisor and has been in business since 1992. Wellington Consulting Services Inc. provides investment advice to individuals and businesses.

Firm Information

Peter Jones is currently registered with Wellington Consulting Services Inc.. Wellington Consulting Services Inc. is an investment advisor with offices in Chantilly, VA. The firm provides investment advisory services to individuals and corporations. Wellington Consulting Services Inc. has approximately $1,179,818,607 in regulatory assets under management.
Wellington Consulting Services Inc.

14325 WILLARD ROAD

CHANTILLY, VA 20151-2110

$1.18B

Assets Under Management

Not reported

Total Clients

8

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

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

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Peter Jones’s Registration & Firm History

VA

03/10/1993 - Present

Wellington Consulting Services Inc. (CHANTILLY VA)

FL

02/17/1995 - 12/31/1998

FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED (TAMPA FL)

NA

01/19/1990 - 03/15/1995

MERIDIAN, DUNHILL & CO., INC.

AZ

11/19/1989 - 01/25/1990

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

08/18/1986 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

03/17/1982 - 09/03/1986

DERAND INVESTMENT CORPORATION OF AMERICA

NA

11/24/1980 - 03/08/1982

DERAND INVESTMENT CORPORATION OF AMERICA

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Licenses & Designations

IA

Issued 05/21/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/05/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/22/1988

Series 4 - Registered Options Principal Examination

BC

Issued 11/12/1987

Series 24 - General Securities Principal Examination

BC

Issued 11/15/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Everington Jones.
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