Dustin Jones (CRD# 6191788) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Wake Forest, NC and has over 10 years of experience in the finance industry. Dustin Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Private Client Services | Plantation, FL | Jun 2023 - Current | < 1 |
Assuredpartners Investment Advisors, LLC | Tampa, FL | Oct 2022 - Current | 1 |
Assuredpartners Of Washington, LLC | Tampa, FL | Oct 2022 - Current | 1 |
Fortune 360 Group LLC | Wake Forest, NC | Jun 2018 - Feb 2023 | 4 |
Securities America, Inc. | Wake Forest, NC | Jul 2020 - Jul 2021 | 1 |
Investacorp, Inc. | Miami, FL | Dec 2013 - Jul 2020 | 6 |
Associated Investor Services | Fort Lauderdale, FL | Dec 2013 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2013 |
- FL
- NC
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Total Assets Under Management179MILLIONS
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Total Number of Accounts601ACCOUNTS
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Average Account Value$297,898
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
AK, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI, WV, WY
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