Gregory JonesCRD Number: 4170634
Current Firm: Forward Investment Advisors, Inc.
Gregory Jones (CRD# 4170634) is an Investment Advisor Representative working at Forward Investment Advisors, Inc. in Madison, WI and has over 22 years of experience in the finance industry.
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|Forward Investment Advisors, Inc.||Madison, WI||Nov 2001 - Current||20|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 1999|
Total Assets Under Management40MILLIONS
Total Number of Accounts336ACCOUNTS
Average Account Value$120,183
- 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