Frank JonesCRD Number: 6025895
Current Firm: Waddell & Reed
Frank Jones (CRD# 6025895) is an Investment Advisor Representative working at Waddell & Reed in Southlake, TX and has over 4 years of experience in the finance industry.
Khp Capital LLC
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
|Valeta||Irving, TX||May 2016 - Current||1|
|Elk's Lodge #2114||Arlington, TX||Mar 2016 - Current||2|
|Albert Gonzalez||Southlake, TX||Feb 2016 - Current||2|
|Various Insurance Carriers For W&r Insurance Agencies||Arlington, TX||Mar 2014 - Current||4|
|Waddell & Reed, Inc.||Southlake, TX||Jan 2014 - Current||4|
|Jerry L Jones Law Office||Arlington, TX||Apr 2012 - Jun 2014||2|
|Waddell & Reed Inc.||Southlake, TX||Aug 2012 - Apr 2013||< 1|
|Edward Jones||St Louis, MO||Feb 2012 - Apr 2012||< 1|
|Academy Sports And Outdoors||Arlington, TX||Dec 2010 - Feb 2012||1|
|Unemployed||Arlington, TX||May 2010 - Dec 2010||< 1|
|Mike Forrester Law Office||Alpine, TX||Feb 2010 - May 2010||< 1|
|Alpine Fire Department||Alpine, TX||Aug 2006 - May 2010||3|
|Cheddar's Cafe||Arlington, TX||Jan 2004 - Apr 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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