Colin Jones, financial advisor Jacksonville FL
89 score

Colin Jones

CRD Number: 5588377
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Colin Jones (CRD# 5588377) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Jacksonville, FL Mar 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Jan 2014 - Current 2
Unemployed Jacksonville, FL Dec 2013 - Jan 2014 < 1
University Of South Florida Tampa, FL Aug 2013 - Dec 2013 < 1
Self Employed Jacksonville, FL Apr 2013 - Nov 2013 < 1
International Diamond Center Clearwater, FL Feb 2011 - Apr 2013 2
University Of South Florida Tampa, FL May 2008 - Dec 2011 3
Merrill Lynch Clearwater, FL Aug 2008 - Feb 2011 2
Sushi Rock Grill St. Petersburg, FL Aug 2007 - Oct 2008 1
St. Petersburg College St. Petersburg, FL Aug 2007 - May 2008 < 1
Bubba Gump Shrimp Company Orlando, FL May 2007 - Aug 2007 < 1
Unemployed Orlando, FL Feb 2007 - May 2007 < 1
Buffalo Wild Wings Orlando, FL Nov 2006 - Feb 2007 < 1
Unemployed Orlando, FL Mar 2006 - Nov 2006 < 1
Valencia College Orlando, FL May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Colin M. Jones
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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