Unclaimed
Ronald Edward Jones is an investment advisor representative with Ameriprise Financial Services, LLC. Ronald has been in the industry since July 13, 2005 and has been with Ameriprise since September 2012. Ronald holds the Series 66, Series 7 and SIE licenses and has a background with Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc.. Ronald focuses on providing asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Asset allocation services
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.
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2
GA
09/10/2012 - Present
Ameriprise Financial Services, LLC (SANDY SPRINGS GA)
GA
01/01/2008 - 09/10/2012
WELLS FARGO ADVISORS, LLC (ALPHARETTA GA)
GA
07/14/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DULUTH GA)
BOTH
Issued 07/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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