Amy Jones, financial advisor E. Syracuse NY

Amy Jones

CRD Number: 2962141
Current Firm: Leigh Baldwin & Company, LLC

Amy Jones (CRD# 2962141) is an Investment Advisor Representative working at Leigh Baldwin & Company, LLC in E. Syracuse, NY and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Leigh Baldwin & Company, LLC Cazenovia, NY Feb 2005 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1997
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Amy W. Jones
Phone Number: 315-655-2964
Registered State(s):
  • CA
  • NY
By the Numbers
  • Total Assets Under Management
    133
    MILLIONS
  • Total Number of Accounts
    549
    ACCOUNTS
  • Average Account Value
    $242,533
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, DE, FL, GA, NC, NJ, NY, PA, SC, TX, VA

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