Joseph Jones, financial advisor Claremore OK

Joseph Jones

CRD Number: 5291714
Current Firm: Brokers Financial

Joseph Jones (CRD# 5291714) is an Investment Advisor Representative working at Brokers Financial in Claremore, OK and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Brokers International Financial Services Claremore, OK Jan 2020 - Current 4
Jones Financial Services Claremore, OK Jan 2013 - Current 11
Questar Capital Corporation Minneapolis, MN Jan 2013 - Aug 2018 5
Questar Asset Management Minneapolis, MN Jan 2013 - Aug 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joseph M. Jones
Phone Number: 877-886-1939
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    2,000
    MILLIONS
  • Total Number of Accounts
    11,566
    ACCOUNTS
  • Average Account Value
    $172,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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