Stephanie Jones, financial advisor Fort Walton Beach FL
81 score

Stephanie Jones

CRD 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bbva Securities Inc. Ft. Walton Beach, FL Aug 2014 - Current 2
Bbva Wealth Solutions Inc. Fort Walton, FL Aug 2014 - Current 2
Compass Bank Ft. Walton Beach, FL Jul 2014 - Current 2
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
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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Stephanie C. Jones
Phone Number: 713-552-9277
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    361
    MILLIONS
  • Total Number of Accounts
    918
    ACCOUNTS
  • Average Account Value
    $393,188
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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, FL, GA, HI, IA, IL, IN, KS, LA, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI

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BADGES
81

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