Jones Dunham, financial advisor Birmingham AL
96 score

Jones Dunham

CRD Number: 1251563
Current Firm: Lincoln Financial Advisors Corporation

Jones Dunham (CRD# 1251563) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Birmingham, AL and has over 32 years of experience in the finance industry. Jones Dunham 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.

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Professional Designations
Company Name Location Dates Years
Lincoln Financial Advisors Corporation Birmingham, AL May 1994 - Current 22
First Financial Group Birmingham, AL Jan 1984 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
Contact Info for Jones C. Dunham
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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