Ronald Jones, financial advisor Dallas TX

Ronald Jones

CRD Number: 2004965
Current Firm: Lee Financial Company, LLC

Ronald Jones (CRD# 2004965) is an Investment Advisor Representative working at Lee Financial Company, LLC in Dallas, TX and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lee Financial Corporation Dallas, TX Aug 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
Contact Info for Ronald D. Jones
Phone Number: 972-960-1001
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,166
    MILLIONS
  • Total Number of Accounts
    1,483
    ACCOUNTS
  • Average Account Value
    $786,474
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, ID, LA, NE, NY, OK, OR, TX, WA

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