Paul Jones (CRD# 4865019) is an Investment Advisor Representative working at Lpl Financial LLC in Bozeman, MT and has over 19 years of experience in the finance industry. Paul 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# 2908846
Yellowstone Investment Planners, Inc.
CRD# 5596559
D.a. Davidson & Company
CRD# 2334349
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Bozeman, MT | Jul 2021 - Current | 2 |
| Bozeman Area Chamber Of Commerce | Bozeman, MT | Nov 2019 - Jul 2021 | 1 |
| Three Forks Lds Church | Three Forks, MT | Nov 2013 - Jul 2021 | 7 |
| Waddell & Reed, Inc. | Bozeman, MT | Oct 2004 - Jul 2021 | 16 |
| Various Insurance Carriers For W & R Insurance Agencies | Manhattan, MT | Oct 2001 - Jul 2021 | 19 |
| Manhattan Chamber Of Commerce | Manhattan, MT | Mar 2010 - Jan 2021 | 10 |
| Biz To Biz | Elk River, MN | Feb 2013 - Oct 2020 | 7 |
| Lds Church | Three Forks, MT | May 2017 - Dec 2019 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2004 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- 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)
- Educational seminars/workshops
- Other
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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