Gregory Jones (CRD# 4170634) is an Investment Advisor Representative working at Forward Investment Advisors, Inc. in Madison, WI and has over 24 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forward Investment Advisors, Inc. | Madison, WI | Nov 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
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Total Assets Under Management47MILLIONS
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Total Number of Accounts449ACCOUNTS
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Average Account Value$103,975
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
WI
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