Vincent Jones, financial advisor Orefield PA
88 score

Vincent Jones

CRD Number: 6349390
Current Firm: Great Valley Advisor Group, Inc.

Vincent Jones (CRD# 6349390) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Orefield, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Orefield, PA Jul 2015 - Current 1
Great Valley Advisor Group, Inc. Orefield, PA Jul 2015 - Current 1
Voya Financial Advisors Orefield, PA Sep 2014 - Jul 2015 < 1
Ing Financial Partners Orefield, PA Jul 2014 - Sep 2014 < 1
Adp Inc. Allentown, PA Aug 2013 - Jun 2014 < 1
Enterprise Rent-a-car Philadelphia, PA Jun 2011 - Aug 2013 2
Plantique Inc. Allentown, PA Jun 2006 - Jun 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2014
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Vincent Jones
Phone Number: 302-483-7200
Firm Website: http://www.csfgllc.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    520
    MILLIONS
  • Total Number of Accounts
    3,438
    ACCOUNTS
  • Average Account Value
    $151,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OK, PA, SC, TX, WI

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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