Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Alan Jones is a financial advisor with Raymond James Financial Services Advisors, Inc. Richard has over 15 years of experience in the financial services industry. Richard is registered with the state of Oregon as both a broker-dealer and an investment advisor representative. Richard is also registered with the states of Arizona, California, Colorado, Connecticut, Delaware, Florida, Idaho, Missouri, Pennsylvania, South Carolina, Texas, Virginia, Washington, and Wyoming. Richard holds a Series 7, Series 66, and SIE licenses. Richard specializes in providing financial advice to individuals, families, and businesses. Richard is committed to providing his clients with personalized financial planning and investment management services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
06/12/2019 - Present
Raymond James Financial Services Advisors, Inc. (WILSONVILLE OR)
OR
01/27/2012 - 02/08/2013
1ST GLOBAL CAPITAL CORP. (EUGENE OR)
OR
10/11/2011 - 11/22/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTLAND OR)
OR
05/09/2011 - 10/10/2011
MORGAN STANLEY SMITH BARNEY (PORTLAND OR)
CA
03/25/2009 - 02/03/2011
RAYMOND JAMES & ASSOCIATES, INC. (WALNUT CREEK CA)
CA
07/29/2008 - 08/26/2008
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
BOTH
Issued 4/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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