Jason JonesCRD Number: 6239199
Current Firm: Strategic Advisers, Inc.
Jason Jones (CRD# 6239199) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Durham, NC and has over 3 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Fidelity Investments||Durham, NC||May 2013 - Current||4|
|Cardinal Health||Durham, NC||Feb 2012 - May 2013||1|
|Caliber Builders||Raleigh, NC||Feb 2011 - Jan 2012||< 1|
|Cardinal Health||Charlotte, NC||May 2010 - Dec 2010||< 1|
|Greystone Property Mgmt||Raleigh, NC||Jan 2009 - May 2010||1|
|Universal Scaffolding||Charlotte, NC||Jan 2007 - Dec 2008||1|
|Sunbelt Rentals||Charlotte, NC||May 2003 - Dec 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2013|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV