Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Troy Jones is a financial advisor at Raymond James Financial Services Advisors, Inc. in Longmont, CO. Steven has been in the financial services industry since August 2000. Steven has a wide range of experience, including working with individuals, families, businesses, and institutions. Steven holds the Series 7, Series 63, Series 65, Series 9, and Series 10 licenses. Steven is also a registered investment advisor in Colorado and Texas. Steven has held previous positions at Wells Fargo Investments, LLC, H&R Block Financial Advisors, Inc., A. G. Edwards & Sons, Inc., Quick & Reilly, Inc., and Charles Schwab & Co., Inc. Steven is committed to providing his clients with personalized financial advice and guidance.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
11/12/2012 - Present
Raymond James Financial Services Advisors, Inc. (LONGMONT CO)
CO
09/09/2005 - 08/09/2010
WELLS FARGO INVESTMENTS, LLC (BRIGHTON CO)
MI
09/16/2004 - 09/13/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MO
08/23/2004 - 09/17/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
01/09/2002 - 09/16/2004
QUICK & REILLY, INC. (NEW YORK NY)
TX
07/06/2000 - 12/03/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 03/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/04/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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