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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Allen Jones is a registered investment advisor representative with Columbia Management Investment Advisers, LLC. Thomas Jones has been in the securities industry since March 15, 1996 and has a total of 53 state registrations. Thomas Jones is also registered with FINRA and has an approved SRO registration. Thomas Jones has passed the Series 63, 65, 7, 24, and SIE exams. Thomas Jones holds the following specializations: Asset Allocation, Fixed Income, Mutual Funds, Portfolio Management, and Variable Annuities.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
01/07/2015 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
MA
05/14/2009 - 12/08/2014
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
12/19/2008 - 05/28/2009
DWS INVESTMENTS DISTRIBUTORS, INC (BOSTON MA)
MA
06/12/2000 - 09/30/2008
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
RI
04/12/2000 - 06/06/2000
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
MN
06/22/1994 - 04/16/1998
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
MA
12/10/1993 - 06/24/1994
TUCKER ANTHONY INCORPORATED (BOSTON MA)
IA
Issued 03/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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