James JonesCRD Number: 5064653
Current Firm: Capital Advisor Network, LLC
James Jones (CRD# 5064653) is an Investment Advisor Representative working at Capital Advisor Network, LLC in Jasper, IN and has over 15 years of experience in the finance industry.
Infinex Investments, Inc.
|Capital Advisor Network, LLC||Lafayette, IN||Jan 2019 - Current||2|
|Purpetual Wealth Management||Jasper, IN||Sep 2018 - Current||3|
|Pmb Capital Management Llc Dba Brookstone Financial||Jeffersonville, IN||Jul 2018 - Current||3|
|Center Street Securities, Inc.||Nashville, TN||May 2011 - Current||10|
|New Covenant R.p. LLC||New Albany, IN||Jan 2003 - Current||18|
|Center Street Advisors, Inc.||Nashville, TN||Mar 2015 - Jul 2018||3|
|Brookstone Capital Management LLC||Wheaton, IL||Oct 2006 - Mar 2015||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2011|
|S65||NASAA Investment Advisors Law Examination||Dec 2005|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management64MILLIONS
Total Number of Accounts736ACCOUNTS
Average Account Value$87,148
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
IL, IN, MI, TN, TX, VA
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