David Jones, financial advisor Vidalia LA
93 score

David Jones

CRD Number: 5324795
Current Firm: Cambridge Investment Research Advisors, Inc.

David Jones (CRD# 5324795) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Vidalia, LA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jul 2014 - Current 2
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jul 2014 - Current 2
Sws Financial Services Ferriday, LA Jan 2013 - Jul 2014 1
Edward Jones St. Louis, MO Apr 2007 - Jan 2013 5
Tensas State Bank Vidalia, LA Jul 1999 - Apr 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for David H. Jones
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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