Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Jones is a financial advisor with Edward Jones. Todd is registered with FINRA, the Securities and Exchange Commission (SEC) and the following states: Arizona, California, Colorado, Georgia, Illinois, Indiana, Iowa, Maryland, Oregon, South Carolina, Tennessee, Virginia and Wisconsin. Todd has been in the industry since 2005. Todd has a Series 7TO, Series 6, Series 63, Series 65, and Series 66, and a Series 26 principal's license. Todd is also licensed in Arizona, California, Colorado, Georgia, Illinois, Indiana, Iowa, Maryland, Oregon, South Carolina, Tennessee, Virginia and Wisconsin.
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.
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.
See schedule d - miscellaneous
1
2
IL
06/05/2020 - Present
Edward Jones (DES PLAINES IL)
IL
05/23/2005 - 12/16/2011
WORLD GROUP SECURITIES, INC. (OAK BROOK IL)
BOTH
Issued 06/04/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/01/2020
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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