Dan Jones (CRD# 6283202) is an Investment Advisor Representative working at Dj Financial in Roseburg, OR and has over 10 years of experience in the finance industry.
CRD# 6445962
Edward Jones
CRD# 6008372
Lpl Financial LLC
CRD# 2034394
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2013 |
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Total Assets Under Management17MILLIONS
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Total Number of Accounts65ACCOUNTS
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Average Account Value$260,965
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
OR
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