Unclaimed
Ryan Hudson Jones is a financial advisor at Raymond James & Associates, Inc., and has been in the industry since April 1999. Ryan is registered with FINRA and holds the following licenses: Series 6, Series 7, Series 63 and Series 65. Ryan has experience working with individuals, corporations, businesses, insurance companies, charitable organizations, and pension and profit-sharing plans. Ryan provides services such as financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
12/21/2020 - Present
Raymond James & Associates, Inc. (Saint Augustine FL)
FL
06/05/2015 - 12/23/2020
BB&T SECURITIES, LLC (PONTE VEDRA BEACH FL)
FL
06/21/2002 - 06/10/2015
WELLS FARGO ADVISORS, LLC (JACKSONVILLE FL)
NY
03/07/2001 - 06/11/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
AR
06/28/2000 - 02/27/2001
STEPHENS INC. (LITTLE ROCK AR)
MA
10/27/1999 - 02/25/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
11/13/1998 - 01/04/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
10/12/1998 - 10/30/1998
ON-LINE INVESTMENT SERVICES, INC. (NEW YORK NY)
NC
10/28/1997 - 07/06/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 03/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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