Curtis Jones, financial advisor Belmont MA

Curtis Jones

CRD Number: 4264012
Current Firm: Osaic Institutions, Inc.

Curtis Jones (CRD# 4264012) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Belmont, MA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Cambridge, MA Sep 2006 - Current 17
East Cambridge Savings Bank Cambridge, MA Sep 2005 - Current 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2000
Contact Info for Curtis C. Jones
Phone Number: 203-599-6000
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    2,815
    MILLIONS
  • Total Number of Accounts
    8,831
    ACCOUNTS
  • Average Account Value
    $318,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, WY

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