Frank Jones, financial advisor Southlake TX
89 score

Frank Jones

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Valeta Irving, TX May 2016 - Current < 1
Elk's Lodge #2114 Arlington, TX Mar 2016 - Current < 1
Albert Gonzalez Southlake, TX Feb 2016 - Current < 1
Various Insurance Carriers For W&r Insurance Agencies Arlington, TX Mar 2014 - Current 2
Waddell & Reed, Inc. Southlake, TX Jan 2014 - Current 2
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
Contact Info for Frank A. Jones
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AR
  • FL
  • IA
  • MD
  • NJ
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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)
  • 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, 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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