Jennifer Jones, financial advisor Gainesville VA

Jennifer Jones

CRD Number: 2076678
Current Firm: Heritage Financial LLC

Jennifer Jones (CRD# 2076678) is an Investment Advisor Representative working at Heritage Financial LLC in Gainesville, VA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Heritage Financial LLC Gainesville, VA Oct 2020 - Current 3
Eyring Farms Edinburg, VA Aug 2015 - Current 8
Allstate Insurance Company Charlottesville, VA Feb 2020 - Oct 2020 < 1
Ameriprise Financial Services Inc. Harrisonburg, VA Nov 2012 - Jan 2020 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2013
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Jennifer L. Jones
Phone Number: (703) 754-1233
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    229
    MILLIONS
  • Total Number of Accounts
    1,228
    ACCOUNTS
  • Average Account Value
    $186,315
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)
Types of Clients
Registered States

CA, DC, FL, HI, LA, MD, NC, SC, TX, VA

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