Troy Jones, financial advisor Oklahoma City OK
96 score

Troy Jones

CRD Number: 1076516
Current Firm: Access Financial Resources Inc.

Troy Jones (CRD# 1076516) is an Investment Advisor Representative working at Access Financial Resources Inc. in Oklahoma City, OK and has over 34 years of experience in the finance industry. Troy 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.

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Professional Designations
Company Name Location Dates Years
Access Investments, Inc. Oklahoma City, OK Oct 1996 - Current 20
Access Financial Resources, Inc. Oklahoma City, OK Nov 1991 - Current 25
Mutual Benefit Financial Service Company Oklahoma City, OK May 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1982
Contact Info for Troy E. Jones
Phone Number: 405-848-9826
Registered State(s):
  • LA
  • TX
  • OK
By the Numbers
  • Total Assets Under Management
    294
    MILLIONS
  • Total Number of Accounts
    2,723
    ACCOUNTS
  • Average Account Value
    $107,803
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

IL, KS, LA, OK, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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