Jerry Jones, financial advisor Morgantown WV
86 score

Jerry Jones

CRD Number: 1045064
Current Firm: Mml Investors Services, LLC

Jerry Jones (CRD# 1045064) is an Investment Advisor Representative working at Mml Investors Services, LLC in Morgantown, WV and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mml Investors Services, Inc. Morgantown, WV Jul 1984 - Current 32
Massmutual Life Insurance Company Morgantown, WV Sep 1983 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1984
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jerry L. Jones
Phone Number: (413)737-8400
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
86

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