Steven Jones, financial advisor Rockwell City IA
93 score

Steven Jones

CRD Number: 5468124
Current Firm: Investment Advisors Corp

Steven Jones (CRD# 5468124) is an Investment Advisor Representative working at Investment Advisors Corp in Rockwell City, IA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
First Community Agency Services, LLC Rockwell City, IA Mar 2012 - Current 4
Broker Dealer Financial Services Corp West Des Moines, IA Jan 2008 - Current 8
Union State Bank Rockwell City, IA Dec 2007 - Mar 2012 4
Jots Cafe Rockwell City, IA May 1998 - Mar 2009 10
Wells Fargo Home Mortgage Fort Dodge, IA Aug 2004 - Dec 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Steven M. Jones
Phone Number: 515-727-6700
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    554
    MILLIONS
  • Total Number of Accounts
    4,511
    ACCOUNTS
  • Average Account Value
    $122,763
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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