Elizabeth Jones (CRD# 1643510) is an Investment Advisor Representative working at Blakely Harbor Advisors, LLC in Fort Lauderdale, FL and has over 31 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 1235698
World Equity Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blakely Harbor Advisors, LLC | Bainbridge Island, WA | Feb 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1994 |
- FL
-
Total Assets Under Management59MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$5,370,285
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL
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