Thomas JonesCRD Number: 1146475
Current Firm: Vsr Advisory Services
Thomas Jones (CRD# 1146475) is an Investment Advisor Representative working at Vsr Advisory Services in Atlanta, GA and has over 34 years of experience in the finance industry. Thomas Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Vsr Advisory Services||Overland Park, KS||Aug 2007 - Current||9|
|Vsr Financial Services, Inc.||Atlanta, GA||Dec 1995 - Current||21|
|Thomas D. Jones, Cfp||Atlanta, GA||Dec 1995 - Current||21|
|Turn In Poachers, Inc.||Atlanta, GA||Dec 1991 - Current||25|
|Financial Planning & Management, Inc.||Atlanta, GA||Oct 1984 - Current||32|
|Insurance & Employee Benefits, Inc.||Atlanta, GA||Oct 1984 - Current||32|
|Izaak Walton League Of America, Greater Atlanta Chapter, Inc.||Atlanta, GA||Dec 1976 - Current||40|
|The Masters (division Of Vsr)||Overland Park, KS||Jan 2007 - Aug 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1983|
|S65||NASAA Investment Advisors Law Examination||Aug 1997|
Total Assets Under Management3,101MILLIONS
Total Number of Accounts16,944ACCOUNTS
Average Account Value$183,033
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
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
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