Cynthia Jones, financial advisor Mount Vernon IL
93 score

Cynthia Jones

CRD Number: 1966594
Current Firm: Wells Fargo Advisors Financial Network, LLC

Cynthia Jones (CRD# 1966594) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Mount Vernon, IL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Mount Vernon, IL Dec 2011 - Current 5
Wells Fargo Advisors LLC Mount Vernon, IL May 2009 - Dec 2011 2
Wachovia Securities, LLC Mt. Vernon, IL Jan 2008 - May 2009 1
A.g. Edwards Mount Vernon, IL May 1989 - Jan 2008 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
Contact Info for Cynthia L. Jones
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, 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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