Cynthia JonesCRD Number: 1023137
Current Firm: Raymond James & Associates, Inc.
Cynthia Jones (CRD# 1023137) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Jackson, MS and has over 31 years of experience in the finance industry.
Bergland Wealth Management, Inc.
Asset Dedication, LLC
Wells Fargo Advisors Financial Network, LLC
|Raymond James & Associates, Inc.||Jackson, MS||Feb 2013 - Current||5|
|Morgan Keegan & Company, Inc.||Jackson, MS||Jul 1989 - Feb 2013||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1986|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- 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)
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