Chelsea Jones (CRD# 7185688) is an Investment Advisor Representative working at Physician Family Financial Advisors Inc. in Beaverton, OR and has over 4 years of experience in the finance industry. Chelsea 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.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Physician Family Financial Advisors | Eugene, OR | Jan 2021 - Current | 3 |
| Physician Family Financial Advisors | Eugene, OR | Jul 2019 - Jan 2021 | 1 |
| Wku Center For Financial Success | Bowling Green, KY | Sep 2017 - May 2019 | 1 |
| Western Kentuky University | Bowling Green, KY | Aug 2015 - May 2019 | 3 |
| Somersplash Waterpark | Somerset, KY | Jun 2014 - Sep 2017 | 3 |
| Somerset Family Fitness Center | Somerset, KY | May 2014 - Sep 2017 | 3 |
| Pulaski County High School | Somerset, KY | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- TX
-
Total Assets Under Management172MILLIONS
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Total Number of Accounts521ACCOUNTS
-
Average Account Value$330,790
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
CA, CO, FL, IL, LA, NE, NH, NJ, NY, OR, PA, TX, VA, WA
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