Wendell Jones (CRD# 2514986) is an Investment Advisor Representative working at &partners in Florence, SC and has over 29 years of experience in the finance industry. Wendell Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6878387
Edward Jones
CRD# 4793130
Raymond James & Associates, Inc.
CRD# 2458661
Janney Montgomery Scott LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| &partners | Florence, SC | Sep 2023 - Current | < 1 |
| Edward D. Jones & Company, LP | Florence, SC | Sep 1994 - Sep 2023 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1995 |
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- SC
- TX
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Total Assets Under Management1,173MILLIONS
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Total Number of Accounts3,051ACCOUNTS
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Average Account Value$384,484
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