Paul Jones, financial advisor Mechanicsburg PA
89 score

Paul Jones

CRD 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.

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Company Name Location Dates Years
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 3
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
Contact Info for Paul R. Jones
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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