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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Jay Jones is a financial advisor at United Planners' Financial Services Of America A Limited Partner. He is licensed in multiple states and has been active in the industry since 1986. Theodore Jay Jones is also a certified financial planner. He specializes in financial planning for individuals, businesses, and charities. Theodore Jay Jones has over 35 years of experience in the financial services industry and is committed to providing his clients with personalized financial advice and guidance. He has experience working with clients in a variety of industries, including healthcare, education, and real estate.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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AZ
03/23/2012 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
WI
08/19/1986 - 03/26/2012
EDWARD JONES (ASHLAND WI)
BC
Issued 09/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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