Grant JonesCRD Number: 7074942
Current Firm: Nwf Advisory Services Inc.
Grant Jones (CRD# 7074942) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Honolulu, HI and has over 3 years of experience in the finance industry.
Mission Financial Group, LLC
Ameriprise Financial Services, LLC
|Takagi & Takagi||Honolulu, HI||Sep 2019 - Current||3|
|Royal Alliance||Honolulu, HI||Mar 2019 - Current||3|
|Takagi & Takagi||Honolulu, HI||Feb 2019 - Sep 2019||< 1|
|Rec Solar Commercial Corporation||Honolulu, HI||May 2008 - Jun 2019||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management2,126MILLIONS
Total Number of Accounts4,209ACCOUNTS
Average Account Value$505,005
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, FL, HI, NV, NY, OR, TX, WA
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