Richard Jones, financial advisor Alpharetta GA

Richard Jones

CRD Number: 3264058
Current Firm: Primerica Advisors

Richard Jones (CRD# 3264058) is an Investment Advisor Representative working at Primerica Advisors in Alpharetta, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Alpharetta, GA Feb 2015 - Current 5
Primerica Financial Services Alpharetta, GA Jun 1998 - Current 22
The Best Sellers East Windsor, NJ Jan 2004 - Jun 2016 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2015
S65 NASAA Investment Advisors Law Examination May 2020
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Richard Jones
Phone Number: 800-544-5445
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    4,076
    MILLIONS
  • Total Number of Accounts
    34,469
    ACCOUNTS
  • Average Account Value
    $118,260
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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