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Thomas Lancaster Jones

Symetra Securities, Inc.

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About Thomas Lancaster Jones

Thomas Lancaster Jones has been in the securities industry since August 24, 2007. Thomas Lancaster Jones is currently registered with Symetra Securities, Inc., and is licensed to provide investment advice in 10 states. Thomas Lancaster Jones is a Series 7 and Series 63 licensed advisor. Thomas Lancaster Jones holds the SIE certification. Previously, Thomas Lancaster Jones was registered with INVESTMENT DISTRIBUTORS, INC., CONCOURSE FINANCIAL GROUP SECURITIES, INC., ALLIANZ LIFE FINANCIAL SERVICES, LLC and SIGNATOR INVESTORS, INC..

Firm Information

Thomas Jones is currently registered with Symetra Securities, Inc.. Symetra Securities, Inc. is a corporation formed in August 1967 and is approved in all 50 states, as well as the District of Columbia and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

130

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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Thomas Jones’s Registration & Firm History

WA

12/22/2023 - Present

Symetra Securities, Inc. (BELLEVUE WA)

AL

01/03/2022 - 12/31/2023

INVESTMENT DISTRIBUTORS, INC. (BIRMINGHAM AL)

AL

02/24/2020 - 01/03/2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)

MN

10/18/2010 - 02/25/2020

ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)

MN

08/23/2007 - 10/15/2010

SIGNATOR INVESTORS, INC. (MAPLE GROVE MN)

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Licenses & Designations

BC

Issued 10/09/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Lancaster Jones.
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