Stephanie JonesCRD Number: 5520530
Current Firm: Bbva Wealth Solutions Inc.
Stephanie Jones (CRD# 5520530) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Fort Walton Beach, FL and has over 9 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Suntrust Investment Services, Inc.
Planmember Securities Corporation
|Bbva Securities Inc.||Ft. Walton Beach, FL||Aug 2014 - Current||3|
|Bbva Wealth Solutions Inc.||Fort Walton, FL||Aug 2014 - Current||3|
|Compass Bank||Ft. Walton Beach, FL||Jul 2014 - Current||3|
|Metlife Securities||Pensacola, FL||May 2014 - Jun 2014||< 1|
|Bbva Securities Inc.||Pensacola, FL||May 2013 - May 2014||1|
|Bbva Wealth Solutions Inc.||Pensacola, FL||Oct 2012 - May 2014||1|
|Bbva Compass Investment Solutions, Inc.||Fort Walton Beach, FL||Oct 2012 - May 2013||< 1|
|Compass Bank||Pensacola, FL||Oct 2012 - May 2013||< 1|
|Valic Financial Advisors Inc.||Tallahassee, FL||Nov 2011 - Oct 2012||< 1|
|Morgan Stanley Smith Barney||Destin, FL||Mar 2011 - Nov 2011||< 1|
|Unemployed||Navarre, FL||Sep 2010 - Mar 2011||< 1|
|Usaa Financial Planning Services||San Antonio, TX||Oct 2009 - Sep 2010||< 1|
|Unemployed||San Antonio, TX||May 2009 - Oct 2009||< 1|
|Morgan Keegan||Louisville, KY||Apr 2008 - Apr 2009||1|
|National City Bank||Louisville, KY||May 2006 - Apr 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
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:
- Financial Issue
Total Assets Under Management361MILLIONS
Total Number of Accounts918ACCOUNTS
Average Account Value$393,188
- A percentage of assets under your management
- 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)
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