Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Richard Jones is a financial advisor with over 20 years of experience in the financial services industry. Timothy is currently registered with Purefi Wealth, LLC, and is also registered as an Investment Advisor Representative in both Massachusetts and Texas. Timothy has previously been registered with a variety of firms, including UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Thomas Weisel Partners LLC. Timothy specializes in working with high-net-worth individuals, charitable organizations, and corporations. Timothy provides a variety of financial planning services, including portfolio management, selection of other advisors, and financial planning.
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.
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.
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.
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2
MA
02/20/2024 - Present
Purefi Wealth, LLC (BOSTON MA)
MA
02/11/2014 - 03/21/2024
UBS FINANCIAL SERVICES INC. (BOSTON MA)
MA
10/08/2002 - 02/18/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
CA
08/03/2001 - 10/16/2002
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
RI
06/12/1998 - 08/09/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
11/09/1995 - 06/12/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IL
02/01/1995 - 11/03/1995
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
NA
12/02/1993 - 02/01/1995
KEMPER FINANCIAL SERVICES, INC.
IA
Issued 07/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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