Eric JonesCRD Number: 4016657
Current Firm: Ip Financial Advisory Services LLC
Eric Jones (CRD# 4016657) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Lancaster, OH and has 1 year of experience in the finance industry.
Stratos Wealth Partners, Ltd
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Trinity Financial Advisors LLC
|Innovation Partners||Charlotte, NC||Aug 2020 - Current||< 1|
|Ip Financial Advisory Services LLC||Charlotte, NC||Aug 2020 - Current||< 1|
|Sims Baker Insurance||Baltimore, OH||Jan 2003 - Current||17|
|Pickering Agency Incorporated||Lancaster, OH||Apr 1996 - Current||24|
|Park Avenue Securities||Lancaster, OH||May 2020 - Aug 2020||< 1|
|Guardian Life Insurance||Lancaster, OH||May 2020 - Aug 2020||< 1|
|Park Avenue Securities||Columbus, OH||Apr 2020 - May 2020||< 1|
|Guardian Life Insurance||Columbus, OH||Jan 2020 - May 2020||< 1|
|Securities America, Inc.||Lancaster, OH||Nov 2017 - May 2018||< 1|
|National Planning Corporation||Lncaster, OH||Jun 2015 - Nov 2017||2|
|The O.n. Equity Sales Company||Lancaster, OH||Jun 2001 - Jun 2015||14|
|Behrens Ins. Agy P&c Company||Lancaster, OH||Oct 1997 - Jun 2015||17|
|Ohio National Financial Services||Lancaster, OH||Apr 1996 - Jun 2015||19|
Total Assets Under Management71MILLIONS
Total Number of Accounts415ACCOUNTS
Average Account Value$170,811
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI
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