Unclaimed
Ryan Cannon Jones is a financial advisor with Raymond James Financial Services Advisors, Inc., based in Greenwood Village, Colorado. Ryan is a CERTIFIED FINANCIAL PLANNER™ professional with over a decade of experience in the financial services industry. Ryan specializes in working with individuals, families, and businesses to develop and implement customized financial plans. Ryan holds a variety of licenses and certifications, including Series 7, 6, 63, and 65 licenses, as well as the Series 9 and 10 principal licenses. Ryan is also registered to provide investment advice in Colorado and Texas.
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
CO
03/06/2023 - Present
Raymond James Financial Services Advisors, Inc. (Greenwood Village CO)
CO
08/30/2013 - 03/06/2023
RAYMOND JAMES & ASSOCIATES, INC. (GREENWOOD VILLAGE CO)
CO
11/24/2010 - 08/05/2013
PRUCO SECURITIES, LLC. (ENGLEWOOD CO)
IA
Issued 05/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/24/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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