Travis JonesCRD Number: 5416033
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Travis Jones (CRD# 5416033) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Virginia Beach, VA and has over 10 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Bank Of America,na||Virginia Beach, VA||Oct 2010 - Current||7|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Virginia Beach, VA||May 2010 - Current||7|
|Micg Investment Management, LLC||Newport News, VA||May 2009 - May 2010||1|
|Ubs Financial Services Inc.||Norfolk, VA||Aug 2007 - Apr 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- 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 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)