Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherri? Claim Your ProfileSherri Jones is a financial advisor with over 30 years of experience in the financial services industry. Sherri is currently registered with Raymond James & Associates, Inc. in Saint Augustine, Florida. Prior to joining Raymond James, Sherri worked at several other firms including E*TRADE SECURITIES LLC, CURTISWOOD CAPITAL, LLC, FIRST LEGACY SECURITIES, LLC, ACCESS SECURITIES, INC., WACHOVIA SECURITIES, INC., JOHNSON, LANE, SPACE, SMITH & CO., INC., and THE ROBINSON-HUMPHREY COMPANY INC. Sherri holds several licenses and certifications, including Series 7, Series 52TO, Series 53, Series 55, Series 57TO and SIE.
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
05/18/2015 - Present
Raymond James & Associates, Inc. (Saint Augustine FL)
GA
09/22/2010 - 05/04/2015
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
01/20/2010 - 09/14/2010
CURTISWOOD CAPITAL, LLC (ATLANTA GA)
GA
06/02/2009 - 02/25/2010
FIRST LEGACY SECURITIES, LLC (ATLANTA GA)
GA
04/07/2000 - 06/01/2009
ACCESS SECURITIES, INC. (ATLANTA GA)
NC
10/14/1988 - 04/03/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NA
11/14/1985 - 10/14/1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
NA
07/24/1985 - 11/01/1985
THE ROBINSON-HUMPHREY COMPANY INC.
BC
Issued 10/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/20/1985
Series 7 - General Securities 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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