Jason Jones, financial advisor Durham NC
69 score

Jason Jones

CRD 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.

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Company Name Location Dates Years
Fidelity Investments Durham, NC May 2013 - Current 3
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Jason M. Jones
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
69

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