Adam Jones (CRD# 6209578) is an Investment Advisor Representative working at Certified Advisory Corp in Gainesville, FL and has over 7 years of experience in the finance industry.
CRD# 6799435
Charles Schwab & Company, Inc.
CRD# 3100041
Ubs Financial Services Inc.
CRD# 6763204
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortune Financial Services | Monaca, PA | Mar 2021 - Current | 3 |
| Certified Advisory Corp | Altamonte Springs, FL | Jan 2017 - Current | 7 |
| Pinnacle Insurance & Financial Services | Jacksonville, FL | Dec 2013 - Current | 10 |
| Summerlin Financial Advisors, Inc. | Gainesville, FL | May 2013 - Current | 10 |
| University Athletic Association | Gainesville, FL | Oct 2010 - Current | 13 |
| Transam Securities, Inc. | Altamonte Springs, FL | Jun 2013 - Jul 2021 | 8 |
| Suwannee Officials Association | Gainesville, FL | Jul 2018 - Aug 2019 | 1 |
| Suwannee Officials Association | Gainesville, FL | Jul 2015 - Jul 2018 | 3 |
| Maitland Securities, Inc. | Altamonte Springs, FL | Jul 2013 - Dec 2016 | 3 |
| Suwannee Officials Association | Gainesville, FL | Feb 2008 - Jul 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
- FL
-
Total Assets Under Management2,273MILLIONS
-
Total Number of Accounts5,840ACCOUNTS
-
Average Account Value$389,170
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA
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