Timothy JonesCRD Number: 5895466
Current Firm: Adhesion Wealth Advisor Solutions
Timothy Jones (CRD# 5895466) is an Investment Advisor Representative working at Adhesion Wealth Advisor Solutions in Charlotte, NC and has over 6 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Adhesion Wealth Advisor Solutions||Charlotte, NC||Feb 2011 - Current||6|
|Wells Capital Management||Charlotte, NC||Sep 2009 - Feb 2011||1|
|Evergreen Investments||Charlotte, NC||Dec 2006 - Sep 2009||2|
|State Employee's Credit Union||Charlotte, NC||May 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
Total Assets Under Management2,346MILLIONS
Total Number of Accounts11,052ACCOUNTS
Average Account Value$212,281
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, MA, MD, MI, MO, NC, NE, NJ, NY, OH, OR, PA, RI, SC, TX, VA