Delwin Jones, financial advisor Mesa AZ
93 score

Delwin Jones

CRD Number: 1096061
Current Firm: Transamerica Financial Advisors, Inc.

Delwin Jones (CRD# 1096061) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Mesa, AZ and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Mesa, AZ Jan 2012 - Current 4
Transamerica Financial Advisors, Inc. Mesa, AZ Jan 2012 - Current 4
Investment Advisors International Inc. Mesa, AZ Nov 2009 - Current 7
World Group Securities Mesa, AZ Nov 2008 - Current 8
World Financial Group Mesa, AZ Aug 2007 - Current 9
Delwin G. Jones, Cpa Tempe, AZ Apr 1984 - Current 32
Aig Financial Advisors Tempe, AZ Apr 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1983
S66 NASAA Uniform Combined State Law Examination Oct 2009
Contact Info for Delwin G. Jones
Phone Number: 727-299-1800
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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