Unclaimed
Thomas Cody Jones is an investment advisor representative at Fisher Investments. Thomas has been in the industry since 2011 and has been with Fisher Investments since August 2024. Thomas holds the Series 66 license and is registered in Texas and Washington. Thomas's current employment history includes roles at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, NA, VIP Kid, Dvinci Energy, Tenaris Hydril, Southern New Hampshire University, Wyoming Casing Service, LPL Financial LLC, Abbott Laboratories and Fisher Investments.
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.
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.
Portfolio assessment
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.
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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TX
12/16/2024 - Present
Fisher Investments (PLANO TX)
Active
Inactive
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