David Jones, financial advisor Germantown TN

David Jones

CRD Number: 1208872
Current Firm: Dcj Global Wealth Management

David Jones (CRD# 1208872) is an Investment Advisor Representative working at Dcj Global Wealth Management in Germantown, TN and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Germantown, TN Nov 2008 - Current 15
David C. Jones Global Wealth Management Germantown, TN Oct 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1992
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for David C. Jones
Phone Number: 901-755-9797
Registered State(s):
  • FL
  • MS
  • TN
  • TX
Current Firm Details
Dcj Global Wealth Management
Firm's CRD Number: 148398
By the Numbers
  • Total Assets Under Management
    47
    MILLIONS
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $250,484
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, MS, TN, TX

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