Douglas Jones (CRD# 2005525) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Franklin, TN and has over 28 years of experience in the finance industry. Douglas 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# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Franklin, TN | Aug 2016 - Current | 7 |
| Raymond James Financial Services Advisors Inc. | Franklin, TN | Aug 2016 - Current | 7 |
| Pinnacle Financial Partners | Franklin, TN | Aug 2016 - Current | 7 |
| Southern Lawn And Landscape, LLC | Franklin, TN | Aug 2016 - Current | 7 |
| Pinnacle Asset Management | Franklin, TN | Aug 2016 - Current | 7 |
| Pinnacle Bank | Franklin, TN | Aug 2016 - Aug 2022 | 6 |
| Regions Bank | Nashville, TN | Jan 2013 - Aug 2016 | 3 |
| Cetera Investment Services LLC | Nashville, TN | Jan 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1996 |
- TN
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, 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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