Paul JonesCRD Number: 4443002
Current Firm: H.d. Vest Advisory Services, Inc.
Paul Jones (CRD# 4443002) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Mechanicsburg, PA and has over 3 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Commonwealth Of Pennsylvania||Harrisburg, PA||Jun 2016 - Current||1|
|H. D. Vest Investment Securities||Mechanicsburg, PA||Mar 2016 - Current||1|
|Hd Vest Advisory Services||Mechanicsburg, PA||Mar 2016 - Current||1|
|Hd Vest Insurance Agency||Irving, TX||Mar 2016 - Current||1|
|Waddell & Reed, Inc.||Camp Hill, PA||Jun 2013 - Current||4|
|Jones Accounting Company LLC||Mechanicsburg, PA||Nov 2012 - Current||4|
|Ames True Temper Inc.||Camp Hill, PA||Jul 2008 - May 2013||4|
|Quasar Associates||Arlington, VA||Jan 2008 - Jul 2008||< 1|
|Unemployed||Mechanicsburg, PA||Nov 2007 - Jan 2008||< 1|
|Dentsply||York, PA||May 2007 - Nov 2007||< 1|
|Transcore||Hummelstown, PA||May 2006 - May 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2013|
|S65||NASAA Investment Advisors Law Examination||May 2014|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV