Quinn Jones, financial advisor Canfield OH
88 score

Quinn Jones

CRD Number: 5944305
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Quinn Jones (CRD# 5944305) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Canfield, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Canfield, OH May 2016 - Current < 1
Balasa Dinverno Foltz LLC Itasca, IL Jun 2014 - Mar 2016 1
Merrill Lynch Cleveland, OH Jun 2011 - Jun 2014 3
Miami University Oxford, OH Aug 2010 - May 2014 3
Tippecanoe Country Club Canfield, OH Jul 2008 - Aug 2010 2
Boardman High School Youngstown, OH Sep 2006 - May 2010 3
Student Boardman, OH Sep 1996 - Sep 2006 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Quinn S. Jones
Phone Number: 800-637-7455
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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