Eric Jones, financial advisor Logan IA
93 score

Eric Jones

CRD Number: 5390904
Current Firm: J. W. Cole Advisors, Inc.

Eric Jones (CRD# 5390904) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Logan, IA and has over 10 years of experience in the finance industry.

Similar Advisors
Brian Brown, financial advisor Logan IA
Brian T. Brown
CRD# 4788139
Securities America Advisors, Inc.
Score
96
Similar Advisors
Alan Duysen, financial advisor Logan IA
Alan N. Duysen
CRD# 2232531
Securities America Advisors, Inc.
Score
96
Similar Advisors
Paul Folkers, financial advisor Logan IA
Paul A. Folkers
CRD# 1668393
Cambridge Investment Research Advisors, Inc.
Score
96
Company Name Location Dates Years
Jonathan Roberts Advisory Group, Inc. Tampa, FL Jan 2012 - Current 6
Edward Jones St. Louis, MO Jul 2007 - Jan 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Eric R. Jones
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • CO
  • TX
  • NE
By the Numbers
  • Total Assets Under Management
    1,501
    MILLIONS
  • Total Number of Accounts
    7,731
    ACCOUNTS
  • Average Account Value
    $194,099
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Eric Jones and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.