Wayne Jones (CRD# 4639797) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Marlton, NJ and has over 20 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 1272342
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Bank N.a. | Marlton, NJ | May 2022 - Current | 2 |
| Td Private Client Wealth LLC | Marlton, NJ | May 2022 - Current | 2 |
| Citizens Securities | Fort Washington, PA | Aug 2021 - May 2022 | < 1 |
| Clarfeld Financial Advisors | Tarrytown, NY | Mar 2020 - May 2022 | 2 |
| Citizens Bank | Fort Washington, PA | Mar 2020 - May 2022 | 2 |
| Pnc Investments LLC | Pittsburgh, PA | May 2014 - Mar 2020 | 5 |
| Pnc Bank | Berwyn, PA | May 2014 - Mar 2020 | 5 |
| Pnc Bank | Berwyn, PA | Feb 2005 - May 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
| S63 | Uniform Securities State Law Examination | May 2003 |
- NJ
- PA
-
Total Assets Under Management12,265MILLIONS
-
Total Number of Accounts16,422ACCOUNTS
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Average Account Value$746,855
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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