Gary Jones, financial advisor West Des Moines IA

Gary Jones

CRD Number: 1544029
Current Firm: Fbl Wealth Management, LLC

Gary Jones (CRD# 1544029) is an Investment Advisor Representative working at Fbl Wealth Management, LLC in West Des Moines, IA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Fbl Financial Group West Des Moines, IA Jan 2020 - Current 4
Fbl Marketing Services West Des Moines, IA Jan 2020 - Current 4
Valic Financial Advisors, Inc. St. Louis, MO Oct 2014 - Jan 2020 5
Bank Of America, N.a. St. Louis, MO Oct 2010 - Oct 2014 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated St. Louis, MO Sep 2010 - Oct 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Gary D. Jones
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $10,869,431
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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