Cleopatra Jones, financial advisor Junction City KS

Cleopatra Jones

CRD Number: 4627642
Current Firm: Raymond James Financial Services Advisors, Inc.

Cleopatra Jones (CRD# 4627642) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Junction City, KS and has over 20 years of experience in the finance industry. Cleopatra Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Power Of Attorney Junction City, KS Feb 2019 - Current 5
Raymond James Financial Services Advisors Inc. Junction City, KS Feb 2017 - Current 7
Raymond James Financial Services Junciton City, KS Mar 2003 - Current 21
Central Nat Bank Wealth Mgt & Trt Services Divis Junction City, KS Dec 2002 - Current 21
Central National Bank Junction City, KS Feb 2002 - Current 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2003
Contact Info for Cleopatra Jones
Phone Number: 727-567-3020
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, WY

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