Jay JonesCRD Number: 5899674
Current Firm: Securian Financial Services, Inc.
Jay Jones (CRD# 5899674) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Newark, DE and has over 6 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Msi Financial Services, Inc.
|Diamond State Financial Group||Newark, DE||Mar 2011 - Current||7|
|Securian Financial Services Inc.||St. Paul, MN||Mar 2011 - Current||7|
|Minnesota Life||St. Paul, MN||Mar 2011 - Current||7|
|Lessard Builders, Inc.||Camden, DE||Jun 2004 - Sep 2011||7|
|Securian Financial Services Inc.||St. Paul, MN||Mar 2011 - Mar 2011||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2011|
Total Assets Under Management7,655MILLIONS
Total Number of Accounts33,011ACCOUNTS
Average Account Value$231,901
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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