Candice Jones, financial advisor San Ramon CA
93 score

Candice Jones

CRD Number: 3061604
Current Firm: Commonwealth Financial Network

Candice Jones (CRD# 3061604) is an Investment Advisor Representative working at Commonwealth Financial Network in San Ramon, CA and has over 7 years of experience in the finance industry.

Similar Advisors
Karl Mills, financial advisor San Ramon CA
Karl O. Mills
CRD# 2040384
Jurika, Mills & Keifer, LLC
Score
107
Similar Advisors
Mark Vicencio, financial advisor San Ramon CA
Mark T. Vicencio
CRD# 4105009
Lowery Thomas, LLC
Score
107
Similar Advisors
Zain Griffith, financial advisor San Ramon CA
Zain L. Griffith
CRD# 5741663
Dash Investments
Score
104
Company Name Location Dates Years
Commonwealth Financial Network San Diego, CA Jul 2015 - Current 1
Fsc Securities Walnut Creek, CA Feb 2011 - Jul 2015 4
Tomren Wealth Walnut Creek, CA Jul 2010 - Jul 2015 5
Qa3 Financial Corp Omaha, NE Aug 2010 - Feb 2011 < 1
Pharaoh Financial Berkley, CA Sep 2009 - Jul 2010 < 1
Unemployed Tracy, CA Jun 2009 - Sep 2009 < 1
Commonwealth Financial Network Waltham, MA Jun 2008 - Jun 2009 1
Deboer Financial Group Granite Bay, CA Dec 2006 - Jun 2009 2
Aig Financial Advisors, Inc. Phoenix, AZ Jan 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Candice M. Jones
Phone Number: 781-736-0700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Candice Jones and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.