Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Edwin Jones is a financial advisor with over 20 years of experience in the industry. Scott is currently registered with Osaic Wealth, Inc. and holds Series 66, SIE, and Series 7 licenses. Scott has previously worked with Securities America, Inc., Investacorp, Inc., Cetera Advisors LLC, Investors Capital Corp., and Ameriprise Financial Services, Inc. Scott specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Scott is also a founder of Genesis Wealth Advisor Group, LLC.
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.
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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NJ
06/14/2024 - Present
Osaic Wealth, Inc. (MOUNT LAUREL NJ)
NJ
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (MOUNT LAUREL NJ)
NJ
07/25/2017 - 07/17/2020
INVESTACORP, INC. (MOUNT LAUREL NJ)
NJ
10/03/2016 - 07/27/2017
CETERA ADVISORS LLC (MT. LAUREL NJ)
NJ
09/16/2011 - 10/03/2016
INVESTORS CAPITAL CORP. (MT. LAUREL NJ)
NJ
11/21/2002 - 09/19/2011
AMERIPRISE FINANCIAL SERVICES, INC. (MOUNT LAUREL NJ)
MN
11/21/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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