Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Eubon Jones is a financial advisor registered with Raymond James & Associates, Inc., based in BOCA RATON, FL. Walter has been in the financial services industry since June 1990. Walter is a registered Investment Advisor Representative in Florida. Walter has held previous positions with several firms including Raymond James Financial Services, Inc., Princor Financial Services Corporation, Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, G. A. Repple & Company, Life Securities Corporation, J. W. Gant & Associates, Inc., and Michelin and Company, Inc. Walter holds the Series 7, Series 63, and Series 65 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
12/17/2004 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
FL
12/22/2000 - 08/06/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IA
12/23/1999 - 08/02/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
WI
04/21/1998 - 02/19/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
04/20/1998 - 02/19/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MA
01/29/1996 - 12/20/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/29/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
FL
02/16/1990 - 10/02/1995
G. A. REPPLE & COMPANY (CASSELBERRY FL)
NA
07/01/1987 - 03/08/1988
LIFE SECURITIES CORPORATION
NA
01/02/1987 - 04/03/1987
J. W. GANT & ASSOCIATES, INC.
NA
09/26/1986 - 01/02/1987
MICHELIN AND COMPANY, INC.
IA
Issued 05/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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