Bruce Jones, financial advisor Elk Grove Village IL
93 score

Bruce Jones

CRD Number: 5589649
Current Firm: 1st Global Advisors Inc.

Bruce Jones (CRD# 5589649) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Elk Grove Village, IL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
1st Global Advisors, Inc. Elk Grove Village, IL Oct 2008 - Current 8
1st Global Capital Corp Elk Grove Village, IL Oct 2008 - Current 8
Porte Brown LLC Elk Grove Village, IL Mar 1984 - Current 32
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Bruce G. Jones
Phone Number: 214-294-5000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
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 businesses (other than small businesses) or institutional clients
  • 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, 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, RI, SC, SD, TN, TX, UT, VA, VI, 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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