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Steven Rodney Jones

Good Life Advisors, LLC

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About Steven Rodney Jones

Steven Rodney Jones is a financial advisor with over 6 years of experience in the financial services industry. Steven is registered with Good Life Advisors, LLC and is licensed to sell securities in Kentucky, Maine, New York, North Carolina, Pennsylvania and Virginia. Steven has a Series 7, Series 66 and SIE license. Steven previously worked at WELLS FARGO ADVISORS, LLC. Steven also provides investment advisory services through Good Life Advisors LLC, an independent investment advisor firm.

Firm Information

Steven Jones is currently registered with Good Life Advisors, LLC. Good Life Advisors, LLC is a financial advisory firm based in Reading, PA. They provide a wide range of advisory services, including financial planning, portfolio management for individuals, and educational seminars. The firm has a strong focus on serving high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. They manage over $2.9 billion in assets and have over 100 investment advisor representatives and licensed agents on staff.
Good Life Advisors, LLC

2395 LANCASTER PIKE

READING, PA 19607

$2.90B

Assets Under Management

Not reported

Total Clients

90

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Planning subscription fee

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Steven Jones’s Registration & Firm History

NC

11/21/2016 - Present

Good Life Advisors, LLC (Morehead City NC)

NC

06/27/2014 - 11/03/2016

WELLS FARGO ADVISORS, LLC (MOREHEAD CITY NC)

NC

11/02/2010 - 07/24/2014

PROEQUITIES, INC. (NEW BERN NC)

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Licenses & Designations

BOTH

Issued 12/06/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Rodney Jones.
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