Henry JonesCRD Number: 3076718
Current Firm: Edge Capital Group, LLC
Henry Jones (CRD# 3076718) is an Investment Advisor Representative working at Edge Capital Group, LLC in Atlanta, GA and has over 22 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merit Financial Advisors
|Edge Capital Group, LLC||Atlanta, GA||Aug 2018 - Current||3|
|Edge Capital Partners, LLC||Atlanta, GA||Nov 2006 - Jul 2018||11|
|Edge Advisors, LLC||Atlanta, GA||Nov 2006 - Jul 2018||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 1999|
Total Assets Under Management4,884MILLIONS
Total Number of Accounts2,436ACCOUNTS
Average Account Value$2,005,020
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IN, KS, KY, LA, MA, MS, NC, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WY
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