Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Davidson Jones is a registered Investment Advisor Representative with Financial & TAX Architects, LLC, a firm with offices in St. Louis, Missouri and Florence, South Carolina. Roy has been in the industry since April 2001, working at The Master's Choice, Inc. before joining Financial & TAX Architects, LLC. Roy has passed the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, and the Uniform Investment Adviser Law Examination. The firm provides advisory services such as financial planning, educational seminars, portfolio management for individuals, and sub-advisory 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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory 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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MO
09/12/2024 - Present
Financial & TAX Architects, LLC (ST. LOUIS MO)
Active
Inactive
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