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Sierra Meredith Jones

Riverfront Investment Group, LLC

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About Sierra Meredith Jones

Sierra Meredith Jones is an investment advisor representative at Riverfront Investment Group, LLC. Sierra has been in the industry since 2016 and holds the Series 7, SIE, and Series 66 licenses. Sierra has previously worked with Northern Trust Securities, Inc. and Robert W. Baird & Co. Incorporated. Sierra is a Certified Financial Planner and is registered in North Dakota and Virginia. Sierra is a regional director for Riverfront Investment Group in the Southwest region of the U.S. and is also a marketing/sales representative for RiverFront Funds, distributed by ALPS.

Firm Information

Sierra Jones is currently registered with Riverfront Investment Group, LLC. Riverfront Investment Group, LLC is an investment advisor based in RICHMOND, VA. They provide portfolio management services to individuals, investment companies, and other clients. They also offer model delivery platforms. The firm manages approximately $751 million in assets for 485 clients.
Riverfront Investment Group, LLC

1214 EAST CARY STREET

RICHMOND, VA 23219

$751.08M

Assets Under Management

10

Total Clients

31

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provide investment models to uma and model delivery platforms

Provide investment models to uma and model delivery platforms

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sierra Jones’s Registration & Firm History

VA

12/12/2019 - Present

Riverfront Investment Group, LLC (RICHMOND VA)

AZ

11/28/2017 - 10/23/2019

NORTHERN TRUST SECURITIES, INC. (Tempe AZ)

AZ

12/07/2016 - 12/08/2017

ROBERT W. BAIRD & CO. INCORPORATED (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 09/28/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sierra Meredith Jones.
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