Corey Jones, financial advisor Niles OH

Corey Jones

CRD Number: 6201844
Current Firm: J.p. Morgan Securities LLC

Corey Jones (CRD# 6201844) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Niles, OH and has over 2 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Jp Morgan Chase Bank Twinsburg, OH Feb 2017 - Current 4
Jp Morgan Securities LLC Twinsburg, OH Feb 2017 - Current 4
Fyzical Therapy & Balance Centers Sarasota, FL Oct 2016 - Jan 2017 < 1
Jp Morgan Securities LLC Akron, OH Feb 2016 - Sep 2016 < 1
Jp Morgan Chase Bank Akron, OH Feb 2016 - Sep 2016 < 1
Bb&t Bank Bonita Springs, FL Feb 2015 - Jan 2016 < 1
Unemployed Lexington, KY Jan 2015 - Jan 2015 < 1
University Of Kentucky Lexington, KY Aug 2010 - Dec 2014 4
Northwestern Mutual Lexington, KY May 2013 - Feb 2014 < 1
Northwestern Mutual Investment Services, LLC Lexington, KY May 2013 - Feb 2014 < 1
Swensons Drive In's Akron, OH May 2012 - Jul 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Corey J. Jones
Phone Number: 800-999-2000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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