Sierra Jones (CRD# 6459679) is an Investment Advisor Representative working at Riverfront Investment Group, LLC in Richmond, VA and has over 6 years of experience in the finance industry. Sierra 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.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alps Distributors, Inc. | Denver, CO | Nov 2019 - Current | 4 |
| Riverfront Investment Group, LLC | Richmond, VA | Nov 2019 - Current | 4 |
| Northern Trust Bank | Tempe, AZ | Nov 2017 - Oct 2019 | 1 |
| Northern Trust Securities, Inc. | Tempe, AZ | Nov 2017 - Oct 2019 | 1 |
| Athleta | Scottsdale, AZ | Apr 2015 - Nov 2018 | 3 |
| Robert W. Baird | Phoenix, AZ | Mar 2015 - Nov 2017 | 2 |
| B2interactive | Omaha, NE | Aug 2014 - Aug 2015 | 1 |
| Holdrege Country Club | Holdrege, NE | May 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- ND
- VA
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Total Assets Under Management751MILLIONS
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Total Number of Accounts485ACCOUNTS
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Average Account Value$1,548,628
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Other
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, WY
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