Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendell? Claim Your ProfileWendell Elmore Jones is a financial advisor with over 28 years of experience in the industry. Wendell has been with &partners since 2023 and previously worked at EDWARD JONES. Wendell is a Certified Financial Planner and holds Series 63, SIE and Series 7 licenses. Wendell is registered in 20 states. Wendell specializes in providing financial advice to individuals, families, and businesses. Wendell is committed to helping clients achieve their financial goals.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
SC
09/22/2023 - Present
&partners (Florence SC)
SC
02/08/1995 - 09/25/2023
EDWARD JONES (FLORENCE SC)
BC
Issued 02/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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