S. Mclean Jones, financial advisor Lake Stevens WA

S. Mclean Jones

CRD Number: 5226688
Current Firm: Royal Alliance Associates, Inc.

S. Mclean Jones (CRD# 5226688) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Lake Stevens, WA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Associates, Inc. Lake Stevens, WA Nov 2018 - Current 2
Signator Investors, Inc. Lake Stevens, WA Dec 2015 - Nov 2018 2
Symetra Investment Services, Inc. Bellevue, WA Oct 2012 - Dec 2015 3
Edward Jones St Louis, MO Sep 2006 - Oct 2012 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2006
Disclosure Information

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
Contact Info for S. Mclean Jones
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    20,655
    MILLIONS
  • Total Number of Accounts
    89,747
    ACCOUNTS
  • Average Account Value
    $230,151
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
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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