Unclaimed
Seth Hoffman Jones is a financial advisor at Lion Street Advisors, LLC. Seth Jones is a registered representative with the State of Washington and holds the Series 7TO, Series 66, and SIE licenses. Seth Jones is a seasoned professional with over 8 years of experience in the financial services industry. Seth Jones has experience working with a wide range of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
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.
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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WA
06/09/2023 - Present
Lion Street Advisors, LLC (Bellevue WA)
BOTH
Issued 06/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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