Unclaimed
Ricardo Jones is a financial advisor at Mesirow Financial, Inc. located in HIGHLAND PARK, IL. Ricardo is a Series 63, Series 66 and Series 7 licensed professional. Ricardo has over 15 years of experience in the financial industry. Ricardo previously held positions at J.P. MORGAN SECURITIES LLC, MSI FINANCIAL SERVICES, INC., PFS INVESTMENTS INC. and WELLS FARGO ADVISORS, LLC.
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.
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.
1
2
IL
03/02/2022 - Present
Mesirow Financial, Inc. (HIGHLAND PARK IL)
IL
06/07/2017 - 02/18/2022
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
FL
05/24/2016 - 08/03/2016
MSI FINANCIAL SERVICES, INC. (FORT LAUDERDALE FL)
FL
06/03/2010 - 12/31/2010
PFS INVESTMENTS INC. (MIAMI LAKES FL)
FL
10/26/2007 - 04/22/2010
WELLS FARGO ADVISORS, LLC (NORTH MIAMI BEACH FL)
BC
Issued 11/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Ricardo Jones is the right advisor for you? Invested Better is here to help.