Catherine Jones, financial advisor Glenview IL
93 score

Catherine Jones

CRD Number: 5358766
Current Firm: Edelman Financial Services, LLC

Catherine Jones (CRD# 5358766) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Glenview, IL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Ef Legacy Securities, LLC Henrico, VA Apr 2016 - Current < 1
Edelman Financial Services Fairfax, VA Jul 2014 - Current 2
Sanders Morris Harris Inc. Houston, TX Jul 2014 - Apr 2016 1
Fidelity Investments Schaumburg, IL May 2007 - Jun 2014 7
St. Ambrose University Davenport, IA Aug 2006 - May 2007 < 1
Crosscom National Buffalo Grove, IL Jul 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Catherine A. Jones
Phone Number: 703-818-0800
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    14,880
    MILLIONS
  • Total Number of Accounts
    69,807
    ACCOUNTS
  • Average Account Value
    $213,159
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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