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Stuart Lamkin Jones

Intrepid Investment Bankers LLC

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About Stuart Lamkin Jones

Stuart Lamkin Jones is a registered representative with Intrepid Investment Bankers LLC. Stuart Jones has been in the industry since September 1, 2020, and has been registered with Intrepid Investment Bankers LLC since July 15, 2021. Stuart Jones has passed the Series 7, Series 63, Series 79TO and SIE exams. Stuart Jones is registered in California. Stuart Jones's previous employment was with WELLS FARGO SECURITIES, LLC in Charlotte, NC.

Firm Information

Stuart Jones is currently registered with Intrepid Investment Bankers LLC. Intrepid Investment Bankers LLC is a Limited Liability Company formed on April 28, 2010. The firm is registered in Arizona, California, Colorado, Illinois, New York, North Carolina, and Utah. It also holds an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

69

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.

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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Stuart Jones’s Registration & Firm History

CA

07/15/2021 - Present

Intrepid Investment Bankers LLC (LOS ANGELES CA)

NC

07/15/2009 - 05/26/2010

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 07/16/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/15/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/15/2021

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stuart Lamkin Jones.
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