Bruce Jones, financial advisor Lake St. Louis MO

Bruce Jones

CRD Number: 4759138
Current Firm: Avantax Advisory Services

Bruce Jones (CRD# 4759138) is an Investment Advisor Representative working at Avantax Advisory Services in Lake St. Louis, MO and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Insurance Agency LLC Lake St. Louis, MO Mar 2016 - Current 4
Parr & Jones Cpas LLC Lake St Louis, MO Jan 2009 - Current 11
Avantax Investment Services, Inc. Lake St Louis, MO Jan 2004 - Current 16
Jones Wealth Management Lake St. Louis, MO Mar 2014 - Dec 2019 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2004
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Bruce A. Jones
Phone Number: 972-870-6000
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    25,698
    MILLIONS
  • Total Number of Accounts
    94,400
    ACCOUNTS
  • Average Account Value
    $272,227
Compensation Options
  • A percentage of assets under your management
  • 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
  • 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, VT, WA, WI, WV, WY

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