Unclaimed
Randall Shawn Jones is a financial advisor with over 27 years of experience in the industry. Randall is currently registered with U.S. Capital Wealth Advisors, LLC and has been with the firm since June 2021. Prior to this, Randall was with UBS Financial Services Inc. for 15 years. Randall specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting and selection of other advisors. Randall has a wide range of experience and expertise, making him a valuable resource for clients seeking financial guidance.
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.
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.
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.
1
2
TX
06/30/2021 - Present
U.s. Capital Wealth Advisors, LLC (AUSTIN TX)
NJ
08/14/2000 - 07/06/2015
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/26/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
12/09/1994 - 04/01/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
TX
06/28/1994 - 08/29/1994
HART SECURITIES, INC. (HOUSTON TX)
IA
Issued 01/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Randall Jones is the right advisor for you? Invested Better is here to help.