Jefferson Jones, financial advisor Falmouth MA

Jefferson Jones

CRD Number: 4567112
Current Firm: Flagship Harbor Advisors, LLC

Jefferson Jones (CRD# 4567112) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Falmouth, MA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Falmouth, MA Nov 2014 - Current 9
Flagship Harbor Advisors, LLC Boston, MA Nov 2014 - Current 9
Morgan Stanley Smith Barney Hyannis, MA Nov 2009 - Nov 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S66 NASAA Uniform Combined State Law Examination Feb 2005
Contact Info for Jefferson S. Jones
Phone Number: (857) 350-4229
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    2,449
    MILLIONS
  • Total Number of Accounts
    12,625
    ACCOUNTS
  • Average Account Value
    $193,975
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CT, DC, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI

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