Debra Jones (CRD# 4666142) is an Investment Advisor Representative working at Jones & Co Wealth Management, Inc. in Orangeburg, SC and has over 20 years of experience in the finance industry.
CRD# 1402104
Longleaf Advisory Services, LLC
CRD# 3172125
Edward Jones
CRD# 6482506
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northern Virginia Community College | Manassas, VA | Aug 2014 - Current | 9 |
| Orangeburg-calhoun Technical College | Orangeburg, SC | Jan 2013 - Current | 11 |
| Jones&co Wealth Management | Donalds, SC | Dec 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2005 |
- SC
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$415,664
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
SC
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