Adam Jones, financial advisor Sparks NV
90 score

Adam Jones

CRD Number: 6130908
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Adam Jones (CRD# 6130908) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sparks, NV and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Sparks, NV Oct 2015 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sparks, NV Oct 2015 - Current 2
Wells Fargo Bank Na Reno, NV Apr 2014 - Oct 2015 1
Wells Fargo Advisors, LLC Reno, NV Oct 2012 - Oct 2015 3
Wells Fargo Reno, NV Jul 2010 - Oct 2012 2
Unemployed Reno, NV Apr 2010 - Jul 2010 < 1
Irwin Union Bank/first Financial Bank Reno, NV Jun 2008 - Apr 2010 1
Wells Fargo Reno, NV Oct 2002 - Jun 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Adam M. Jones
Phone Number: 800-637-7455
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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