Devin JonesCRD Number: 3061814
Current Firm: Lpl Financial LLC
Devin Jones (CRD# 3061814) is an Investment Advisor Representative working at Lpl Financial LLC in Loveland, CO and has over 18 years of experience in the finance industry.
Gold Medal Waters, Inc.
Caledonia Wealth Management, Ltd.
|Linsco/private Ledger Corp.||Loveland, CO||Dec 2007 - Current||9|
|Primevest Financial Services, Inc.||St. Cloud, MN||May 2000 - Dec 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S66||NASAA Uniform Combined State Law Examination||Mar 2006|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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)
- Educational seminars/workshops
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