Graham Jones, financial advisor Greensboro NC

Graham Jones

CRD Number: 6768445
Current Firm: Securities America Advisors, Inc.

Graham Jones (CRD# 6768445) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Greensboro, NC and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Advisors Greensboro, NC Oct 2018 - Current 5
Securities America, Inc. Greensboro, NC Jun 2018 - Current 5
Deep River Capital Advisors, LLC Bennett, NC Jun 2017 - Jul 2018 1
Food Lion Carthage, NC Jun 2016 - May 2018 1
N/a Bennett, NC Jul 2014 - Apr 2016 1
Student Bennett, NC Aug 2001 - Jun 2014 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2017
S63 Uniform Securities State Law Examination Sep 2018
Contact Info for Graham A. Jones
Phone Number: 402-399-9111
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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, WY

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