Eric Jones, financial advisor Lancaster OH

Eric Jones

CRD 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.

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Company Name Location Dates Years
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

Eric Jones has no recent exams reported.
Contact Info for Eric F. Jones
Phone Number: 980-326-3335
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    71
    MILLIONS
  • Total Number of Accounts
    415
    ACCOUNTS
  • Average Account Value
    $170,811
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)
  • Other
Types of Clients
Registered States

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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