Dawn Jones, financial advisor Boulder CO
93 score

Dawn Jones

CRD Number: 4537652
Current Firm: Raymond James Financial Services Advisors, Inc.

Dawn Jones (CRD# 4537652) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boulder, CO and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Boulder, CO Jul 2009 - Current 7
Raymond James Financial Services Advisors, Inc. Boulder, CO Jul 2009 - Current 7
Unemployed Boulder, CO Mar 2009 - Jul 2009 < 1
Peak Asset Management Louisville, CO May 2008 - Mar 2009 < 1
Geneos Wealth Management, Inc. Centennial, CO Nov 2006 - May 2008 1
United Securities Alliance, Inc. Greenwood Village, CO May 2005 - Nov 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Dawn M. Jones
Phone Number: 727-567-5877
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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