Erin Jones, financial advisor De Forest WI
93 score

Erin Jones

CRD Number: 5479915
Current Firm: Harbour Investments, Inc.

Erin Jones (CRD# 5479915) is an Investment Advisor Representative working at Harbour Investments, Inc. in De Forest, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Club 60 Columbus, WI Nov 2011 - Current 5
Harbour Investments, Inc. Madison, WI Apr 2008 - Current 8
Dmb Investment Centre Deforest, WI Jan 2008 - Current 8
Westside Inn Columbus, WI May 1999 - Nov 2011 12
Dmb Community Bank Deforest, WI Jun 2004 - May 2011 6
Aflac Madison, WI Jun 2007 - Jan 2008 < 1
Uw Whitewater Whitewater, WI Sep 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Erin M. Jones
Phone Number: 608-662-6100
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    552
    MILLIONS
  • Total Number of Accounts
    2,508
    ACCOUNTS
  • Average Account Value
    $220,245
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, 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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