Chad JonesCRD Number: 6129456
Current Firm: Allen & Company Of Florida, Inc.
Chad Jones (CRD# 6129456) is an Investment Advisor Representative working at Allen & Company Of Florida, Inc. in Lakeland, FL and has over 4 years of experience in the finance industry. Chad 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.
Allen & Company Of Florida, Inc.
Usaa Financial Planning Services
Lpl Financial LLC
|Allen & Co||Lakeland, FL||Oct 2012 - Current||5|
|Us Army||Sumter, SC||Jun 1992 - Oct 2012||20|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management632MILLIONS
Total Number of Accounts1,995ACCOUNTS
Average Account Value$316,591
- A percentage of assets under your management
- 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)
AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MD, MI, MO, MS, MT, NC, ND, NH, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV