Jason JonesCRD Number: 3108330
Current Firm: Allegis Investment Advisors, LLC
Jason Jones (CRD# 3108330) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in Providence, UT and has over 18 years of experience in the finance industry.
Keystone Wealth Advisors
Peak Investment Coaching, LLC
Lpl Financial LLC
|Allegis Investment Services, LLC||Idaho Falls, ID||May 2014 - Current||3|
|Allegis Investment Advisers, Llc Fka Bowen Group Advisors LLC||Idaho Falls, ID||Jan 2012 - Current||5|
|Symetra Investment Services, Inc.||Bellevue, WA||Aug 2010 - May 2014||3|
|Insphere Insurance Solutions||Richland Hills, TX||May 2010 - Aug 2010||< 1|
|Insphere Securities, Inc.||Salt Lake City, UT||Apr 2010 - Aug 2010||< 1|
|Beneficial Life||Salt Lake City, UT||Nov 2004 - Aug 2010||5|
|Beneficial Investment Services||Salt Lake City, UT||Jul 2007 - Apr 2010||2|
|Equity Services, Inc.||Montpelier, VT||Nov 2004 - Jul 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 2010|
Total Assets Under Management380MILLIONS
Total Number of Accounts3,500ACCOUNTS
Average Account Value$108,571
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, ID, IN, LA, MT, NE, NV, NY, OH, OR, TX, UT, WA
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