Unclaimed
Trent Jones is a financial advisor based in Denver, Colorado. Trent has been in the securities industry since December 2015. Trent has a Series 66 license, a Series 7 license and the Securities Industry Essentials Examination (SIE). Trent is registered with the state of Colorado and is affiliated with Northwestern Mutual Investment Services, LLC. Trent also works for The Simple Warrior LLC, a non-financial services business, as a co-owner.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CO
02/25/2016 - Present
Northwestern Mutual Investment Services, LLC (DENVER CO)
BOTH
Issued 02/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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